Best Investors Account Sign in

Terrell Lynn Akins

Valic Financial Advisors, Inc.

Atlanta, GA

CRD 3190757

Claim This Profile
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_RES 2021-07-14
NC RA APPROVED 2021-06-08
SC RA APPROVED 2016-01-27
GA RA APPROVED 2003-05-02
  • TX RA
    APPROVED_RES
    Since 2021-07-14
  • NC RA
    APPROVED
    Since 2021-06-08
  • SC RA
    APPROVED
    Since 2016-01-27
  • GA RA
    APPROVED
    Since 2003-05-02

Branch Locations

2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors Atlanta GA 11/2001 Present
Agia Houston TX 12/2022 Present
  • 11/2001 → Present
    Valic Financial Advisors
    Atlanta, GA
  • 12/2022 → Present
    Agia
    Houston, TX
Other Businesses

TERRELL AKINS POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2018 ADDRESS: 613 lakemont dr, dalton GA 30720, United States DESCRIPTION: collect rent and maintain property 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 TAJ AERO POSITION: owner NATURE: Aircraft ownership. Personal use only not for hire. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2024 ADDRESS: po box 2361, Dalton GA 30722, United States DESCRIPTION: owner of the aircraft

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-30
S63 Uniform Securities Agent State Law Examination 1999-09-14
  • S66 Uniform Combined State Law Examination
    2003-04-30
  • S63 Uniform Securities Agent State Law Examination
    1999-09-14
Other Names
  • Terry Akins

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor