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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-25 |
Branch Locations
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Cumming | GA | 08/2025 | 12/2025 |
| Wells Fargo Bank, Na | Cumming | GA | 08/2025 | 12/2025 |
| Gilmer County School System | Ellijay | GA | 04/2022 | 06/2025 |
| Gwinnett County Public Schools | Suwanee | GA | 07/2003 | 04/2022 |
| Valic Financial Advisors, Inc. | Atlanta | GA | 02/2026 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 02/02/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for NGIA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-29 |
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
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