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Allen Thomas Lyttle

Valic Financial Advisors, Inc.

Houston, TX

CRD 4004022

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Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-28
  • TX RA
    APPROVED
    Since 2026-07-28

Branch Locations

2919 Allen Pkwy, Houston, TX 77019 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Next Financial Group Inc Houston TX 01/2003 08/2025
Valic Financial Advisors, Inc. Houston TX 06/2026 Present
Unemployed Houston TX 09/2025 05/2026
  • 01/2003 → 08/2025
    Next Financial Group Inc
    Houston, TX
  • 06/2026 → Present
    Houston, TX
  • 09/2025 → 05/2026
    Unemployed
    Houston, TX
Previous Registrations
  • 2004-12-17 → 2025-08-01
    Next Financial Group, Inc.
    Houston, TX
    Malvern, PA
    Baltimore, MD
    Bethel Park, PA
    Austin, TX
    Carbondale, PA
    Berwick, PA
    Pittsburgh, PA
    West Seneca, NY
    Jeannette, PA
    Troy, PA
    Houston, TX
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-23
S63 Uniform Securities Agent State Law Examination 1999-11-09
  • S65 Uniform Investment Adviser Law Examination
    1999-11-23
  • S63 Uniform Securities Agent State Law Examination
    1999-11-09
Other Names
  • Allen Thomas Lyttle
  • Allen Lyttle

View on SEC IAPD

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