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Valic Financial Advisors, Inc. CRD 42803
$29.2B regulatory AUM 38 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-02 |
Branch Locations
2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truly Enchanting Entertainment | Houston | TX | 06/2018 | 07/2022 |
| Ken Ross State Farm Insurance Agency | La Marque | TX | 07/2020 | 05/2024 |
| Crossmark Global | Houston | TX | 06/2024 | 03/2025 |
| Davidson College | Davidson | NC | 08/2019 | 12/2019 |
| Sam Houston State University Football Team | Huntsville | TX | 07/2021 | 12/2022 |
| Davidson College Athletic Training Staff | Davidson | NC | 02/2019 | 05/2019 |
| Tikiz Shaved Ice | Tomball | TX | 05/2021 | 07/2022 |
| Peter Story State Farm Insurance Agency | San Antonio | TX | 05/2023 | 08/2023 |
| University Of The Incarnate Word | San Antonio | TX | 01/2023 | 05/2023 |
| Davidson College | Davidson | NC | 08/2018 | 05/2020 |
| Sam Houston State University | Huntsville | TX | 08/2020 | 12/2022 |
| Lincoln Christian University | Lincoln | IL | 08/2023 | 05/2024 |
| Johnson University | Knoxville | TN | 06/2024 | 12/2025 |
| Concordia Lutheran High School | Tomball | TX | 06/2014 | 05/2018 |
| Valic Financial Advisors, Inc. | Houston | TX | 03/2025 | Present |
| Agia | Houston | TX | 03/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/31/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-27 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-07 |
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