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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-07 |
| NY | RA | APPROVED | 2025-06-02 |
Branch Locations
52 South Union Suite 101, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Medical Cardiology | Cheektowaga | NY | 06/2015 | Present |
| Crane Capital Group | Buffalo | NY | 10/2023 | 05/2025 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2023 | 05/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2024 | 05/2025 |
| Valic Financial Advisor, Inc. | Williamsville | NY | 06/2025 | Present |
| Agia | Houston | TX | 06/2025 | Present |
| Agia | Houston | TX | 06/2025 | Present |
| Trinity Medical Cardiology | Cheektowaga | NY | 05/2025 | Present |
AGIA POSITION: Agent NATURE: Non-securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/02/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non securities insurance products for AGIA TRINITY MEDICAL CARDIOLOGY POSITION: Cardiovascular Sonographer NATURE: Perform ultrasounds of the heart and other vasculature of the human body. INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2025 ADDRESS: 3091 William Street, Cheektowaga NY 14086, United States DESCRIPTION: Perform ultrasounds of the heart and other vasculature of the human body. Give care to patients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-30 |
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