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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-05 |
| NJ | RA | APPROVED | 2024-02-21 |
| CT | RA | APPROVED | 2024-02-20 |
| PA | RA | APPROVED | 2024-02-20 |
| RI | RA | APPROVED | 2024-02-20 |
| NY | RA | APPROVED | 2023-10-18 |
Branch Locations
52 South Union Suite 101, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stony Brook Kayak And Paddleboard | Stonybrook | NY | 06/2022 | 09/2022 |
| Valic Financial Advisors, Inc. | Nashua | NH | 07/2023 | Present |
| Unemployed | Northport | NY | 10/2022 | 07/2023 |
| Unemployed | Northport | NY | 01/2012 | 06/2022 |
| Agia | Houston | TX | 08/2023 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/21/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-11 |
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