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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 | 2024-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 11/2017 | 08/2019 |
| Bank Of America | San Antonio | TX | 04/2016 | 02/2017 |
| Unemployed | Houston | TX | 03/2017 | 10/2017 |
| J.P. Morgan Securities Llc | Plano | TX | 08/2019 | 01/2021 |
| J.P. Morgan Securities Llc | Plano | TX | 01/2021 | 10/2023 |
| Valic Financial Advisors, Inc | Houston | TX | 10/2023 | Present |
| Corebridge Capital Services, Inc. | Houston | TX | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-21 |
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