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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-17 |
Branch Locations
500 West Madison Suite 2850, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barclays Bank Plc | London | 04/2017 | 03/2018 | |
| Unemployed | New York | NY | 04/2018 | 03/2025 |
| Unemployed | Chicago | IL | 03/2025 | 05/2026 |
| Unemployed | London | 07/2015 | 03/2017 | |
| Valic Financial Advisors, Inc. | Chicago | IL | 07/2026 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/11/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-05 |
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