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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_RES | 2021-07-14 |
| NC | RA | APPROVED | 2021-06-08 |
| SC | RA | APPROVED | 2016-01-27 |
| GA | RA | APPROVED | 2003-05-02 |
Branch Locations
2300 Windy Ridge Parkway S.E. Suite 240 S, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Atlanta | GA | 11/2001 | Present |
| Agia | Houston | TX | 12/2022 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-14 |
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