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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-21 |
Branch Locations
2919 Allen Parkway 9Th Floor - Retirement Education Center, Houston, TX 77019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Bank | Houston | TX | 08/2017 | 03/2024 |
| Jiffy Lube | Houston | TX | 09/2014 | 07/2017 |
| Valic Financial Advisors, Inc. | Houston | TX | 05/2024 | Present |
| Agia | Houston | TX | 05/2024 | Present |
| Uber | Houston | TX | 05/2024 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/16/2024 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA NOTARY PUBLIC POSITION: Notary Public NATURE: I am a Notary Public. I do not notarize documents for payment. The extent of my notarization was notarizing documents for customers of a previous employer (Comerica Bank). I never notarize documents for Corebridge Financial clients. Although I listed one hour a week performing this activity, it's more like an hour every quarter. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2019 ADDRESS: 2828 Bammel Ln, Apt #1110, Houston TX 77098, United States DESCRIPTION: I am a Notary Public. I do not notarize documents for payment. The extent of my notarization was notarizing documents for customers of a previous employer (Comerica Bank). I never notarize documents for Corebridge Financial clients. Although I listed one hour a week performing this activity, it's more like an hour every quarter. UBER POSITION: Driver NATURE: Driver for passengers INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/03/2024 ADDRESS: 2828 Bammel Ln, Apt #1110, Houston TX 77098, United States DESCRIPTION: Safely transport riders from one location to another
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-19 |
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