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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-26 |
| GA | RA | APPROVED | 2024-09-06 |
| NC | RA | APPROVED | 2024-08-12 |
| KY | RA | APPROVED | 2021-05-19 |
| MS | RA | APPROVED | 2020-10-15 |
| AL | RA | APPROVED | 2020-09-18 |
| MO | RA | APPROVED | 2020-09-15 |
| AR | RA | APPROVED | 2020-02-07 |
| FL | RA | APPROVED | 2019-09-12 |
| TN | RA | APPROVED | 2019-02-21 |
Branch Locations
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckeye International, Inc. | St. Louis | MO | 10/2014 | Present |
| Valic Financial Advisors, Inc. | Brentwood | TN | 02/2018 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-04 |
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