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Rory R Furlani

Valic Financial Advisors, Inc.

Tampa, FL

CRD 7818183

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Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-14
  • FL RA
    APPROVED
    Since 2026-05-14

Branch Locations

4300 West Cypress Street Suite 425, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc Saint Petersburg FL 10/2023 04/2026
Independent Stock Trader Wesley Chapel FL 05/2020 10/2023
Saddlebrook Resort Wesley Chapel FL 12/2017 04/2020
Hungry Greek Wesley Chapel FL 06/2016 11/2017
Valic Financial Advisors, Inc. Tampa FL 04/2026 Present
  • 10/2023 → 04/2026
    Raymond James & Associates, Inc
    Saint Petersburg, FL
  • 05/2020 → 10/2023
    Independent Stock Trader
    Wesley Chapel, FL
  • 12/2017 → 04/2020
    Saddlebrook Resort
    Wesley Chapel, FL
  • 06/2016 → 11/2017
    Hungry Greek
    Wesley Chapel, FL
  • 04/2026 → Present
    Tampa, FL
Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 04/06/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-12
  • S66 Uniform Combined State Law Examination
    2026-05-12
Other Names
  • Rory R Furlani
  • Rory Furlani

View on SEC IAPD

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