Tracy Lou Lampman

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

Authority	Category	Status	Date
NM	RA	APPROVED	2025-08-26
PA	RA	APPROVED	2023-11-03
AZ	RA	APPROVED	2023-01-25
MT	RA	APPROVED	2021-06-14
ID	RA	APPROVED	2021-06-11
TX	RA	APPROVED	2021-06-11
MD	RA	APPROVED	2019-05-01
MA	RA	APPROVED	2016-03-15
FL	RA	APPROVED	2012-12-05
WA	RA	APPROVED	2005-10-26
CA	RA	APPROVED	2002-10-21
OR	RA	APPROVED	2002-10-21

NM RA
APPROVED

Since 2025-08-26
PA RA
APPROVED

Since 2023-11-03
AZ RA
APPROVED

Since 2023-01-25
MT RA
APPROVED

Since 2021-06-14
ID RA
APPROVED

Since 2021-06-11
TX RA
APPROVED

Since 2021-06-11
MD RA
APPROVED

Since 2019-05-01
MA RA
APPROVED

Since 2016-03-15
FL RA
APPROVED

Since 2012-12-05
WA RA
APPROVED

Since 2005-10-26
CA RA
APPROVED

Since 2002-10-21
OR RA
APPROVED

Since 2002-10-21

Branch Locations

488 East 11Th Avenue Suite 220, Eugene, OR 97401 • United States

1322 Stone Street, Jonesboro, AR 72401 • United States

488 East 11Th Avenue Suite 220, Eugene, OR 97401 • 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 No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Valic Financial Advisors	Portland	OR	02/1999	Present
Agia	Houston	TX	12/2022	Present

02/1999 → Present

Valic Financial Advisors

Portland, OR
12/2022 → Present

Agia

Houston, TX

Other Businesses

Name of business: Corinthian Investments, LLC Investment-related: No Address: 2247 Corinthian Ct, Eugene, OR 97405 Nature: An LLC which owns shares of two other LLCs that own commercial property Position: Limited Liability Partner Start date: 10/07/2008 Total Hours/month: 1 Hours during securities trading hours: 0 Duties: Occasional voting decisions, file taxes & keep the ledger. Name of business: Personally owned rental property Investment-related: No Address: 236 Yachats Ocean Rd, Yachats, OR 97498 Nature: Rental property Relationship: Property owner Start date: 12/01/2015 Total Hours/month: 1 Hours during securities trading hours: 0 Duties: property maintenance, hire & maintain relationship with property manager, bookkeeping, and file taxes. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-10-19
S63	Uniform Securities Agent State Law Examination	1999-02-03

S65 Uniform Investment Adviser Law Examination

2002-10-19
S63 Uniform Securities Agent State Law Examination

1999-02-03

Designations

Certified Financial Planner

Other Names

Teresa Lou Lampman

View on SEC IAPD