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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 | 2026-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | Quincy | FL | 01/2021 | 12/2024 |
| Capital Client Group, Inc. | Quincy | FL | 07/1998 | 12/2024 |
| Mml Investors Services, Llc | Tallahassee | FL | 06/2025 | 06/2026 |
| Massmutual Life Insurance Co | Tallahassee | FL | 03/2025 | 06/2026 |
| One America | Tallahassee | FL | 02/2025 | 03/2025 |
| Unemployed | Quincy | FL | 01/2025 | 02/2025 |
| Valic Financial Advisors, Inc. | Tallahassee | FL | 06/2026 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/13/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AIGA GADSDEN ARTS FINANCE COMMITTEE POSITION: Finance committee member NATURE: Volunteer work as one of the board members on the finance committee. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2026 ADDRESS: 13 N Madison Street, Quincy FL 32351, United States DESCRIPTION: Meet once a month with the other board members and the director of the Art Museum to go over the finances of the museum, not permitted to act on behalf of the museum without the consent of the majority of board members.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-22 |
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