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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 | 2024-09-24 |
| AZ | RA | APPROVED | 2024-09-11 |
| GA | RA | APPROVED | 2024-08-26 |
| FL | RA | APPROVED | 2024-08-23 |
| NE | RA | APPROVED | 2024-08-23 |
| NM | RA | APPROVED | 2024-08-23 |
| AL | RA | APPROVED | 2024-08-22 |
| AK | RA | APPROVED | 2024-08-22 |
| AR | RA | APPROVED | 2024-08-22 |
| CA | RA | APPROVED | 2024-08-22 |
| CO | RA | APPROVED | 2024-08-22 |
| CT | RA | APPROVED | 2024-08-22 |
| HI | RA | APPROVED | 2024-08-22 |
| IL | RA | APPROVED | 2024-08-22 |
| IN | RA | APPROVED | 2024-08-22 |
| IA | RA | APPROVED | 2024-08-22 |
| KY | RA | APPROVED | 2024-08-22 |
| ME | RA | APPROVED | 2024-08-22 |
| MD | RA | APPROVED | 2024-08-22 |
| MN | RA | APPROVED | 2024-08-22 |
| MS | RA | APPROVED | 2024-08-22 |
| MO | RA | APPROVED | 2024-08-22 |
| MT | RA | APPROVED | 2024-08-22 |
| NV | RA | APPROVED | 2024-08-22 |
| NH | RA | APPROVED | 2024-08-22 |
| NY | RA | APPROVED | 2024-08-22 |
| NC | RA | APPROVED | 2024-08-22 |
| OH | RA | APPROVED | 2024-08-22 |
| OK | RA | APPROVED | 2024-08-22 |
| OR | RA | APPROVED | 2024-08-22 |
| PA | RA | APPROVED | 2024-08-22 |
| SC | RA | APPROVED | 2024-08-22 |
| SD | RA | APPROVED | 2024-08-22 |
| TX | RA | APPROVED | 2024-08-22 |
| UT | RA | APPROVED | 2024-08-22 |
| VA | RA | APPROVED | 2024-08-22 |
| WA | RA | APPROVED | 2024-08-22 |
| WI | RA | APPROVED | 2024-08-22 |
| WY | RA | APPROVED | 2024-08-22 |
| MI | RA | APPROVED | 2024-08-13 |
Branch Locations
39555 Orchard Hill Place Suite 600, Novi, MI 48375 • United States
500 West Madison Suite 2850, Chicago, IL 60661 • United States
630 West Carmel Drive Suite 140, Carmel, IN 46032 • United States
139 South Main Street, Greenville, KY 42345 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Ann Arbor | MI | 02/2009 | 06/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Ann Arbor | MI | 02/2009 | 03/2024 |
| Valic Financial Advisor, Inc | Houston | TX | 08/2024 | Present |
| Agia | Houston | TX | 08/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 08/12/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA BOOK WRITING POSITION: Author NATURE: I'm writing a books that focus on financial literacy. They don't contain recommendations, specific investment products or provide investment advice of any type. The books won't contain the Corebridge name in anyway. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 5908 Nottingham Pt, Brighton MI 48116, United States DESCRIPTION: Writing books. SEAN BRIAN ASHLINE FOUNDATION POSITION: Board Member NATURE: I am an unpaid board member for a non-profit. The organization helps to raise money for adults who can't advocate for themselves. Every dollar raised gets donated to charity and no board members receive any form of compensation. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2025 ADDRESS: 550 Grant, Chelsea MI 48118, United States DESCRIPTION: I help to organize found raising events like golf outings, dinners, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-17 |
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