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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-06 |
| WA | RA | APPROVED | 2026-03-05 |
| ID | RA | APPROVED | 2026-03-04 |
| MT | RA | APPROVED | 2024-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Access Fitness | Missoula | MT | 10/2017 | 01/2019 |
| Splash Car Wash | Missoula | MT | 06/2019 | 08/2020 |
| The Resort At Paws Up | Missoula | MT | 07/2021 | 08/2021 |
| Dobi's Teriyaki | Missoula | MT | 06/2022 | 01/2023 |
| University Of Montana | Missoula | MT | 08/2019 | 05/2023 |
| Unemployed | Missoula | MT | 01/2013 | 10/2017 |
| Unemployed | Missoula | MT | 01/2019 | 06/2019 |
| Unemployed | Missoua | MT | 08/2020 | 07/2021 |
| Unemployed | Missoula | MT | 05/2023 | 06/2023 |
| Valic Financial Advisors, Inc. | Missoula | MT | 07/2023 | Present |
| Agia | Houston | TX | 01/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 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 | 2024-12-10 |
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