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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-09-21 |
| SC | RA | APPROVED | 2021-07-12 |
| CO | RA | APPROVED | 2021-03-17 |
| GA | RA | APPROVED | 2018-08-02 |
| PA | RA | APPROVED | 2018-04-13 |
| NJ | RA | APPROVED | 2012-11-15 |
| FL | RA | APPROVED | 2012-10-29 |
| NC | RA | APPROVED | 2002-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Durham | NC | 02/1999 | 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 | 2001-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-01 |
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