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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-14 |
| SC | RA | APPROVED | 2025-07-11 |
| GA | RA | APPROVED | 2024-11-19 |
Branch Locations
125 Plantation Centre Drive Suite 200, Macon, GA 31210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcintosh County Board Of Commissioners | Darien | GA | 06/2022 | 06/2023 |
| Ops Tech Alliance | Brunswick | GA | 10/2018 | 03/2023 |
| Omni | Brunswick | GA | 03/2017 | 10/2018 |
| Iheart Media | Brunswick | GA | 03/2015 | 04/2017 |
| The Club | Saint Simons Island | GA | 04/2012 | 06/2023 |
| Valic Financial Advisors, Inc. | Macon | GA | 06/2023 | 10/2023 |
| Valic Financial Advisors, Inc. | Macon | GA | 10/2024 | Present |
| Unemployed | Brunswick | GA | 10/2023 | 10/2024 |
| Agia | Houston | TX | 01/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/20/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-02 |
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