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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-22 |
| PA | RA | APPROVED | 2025-07-18 |
| AZ | RA | APPROVED | 2025-01-30 |
| MI | RA | APPROVED | 2024-09-18 |
| MD | RA | APPROVED | 2024-09-04 |
| IA | RA | APPROVED | 2024-07-30 |
| NV | RA | APPROVED | 2024-07-22 |
| NM | RA | APPROVED | 2024-07-22 |
| NH | RA | APPROVED | 2024-05-22 |
| NC | RA | APPROVED | 2023-06-26 |
| VT | RA | APPROVED | 2021-11-30 |
| NY | RA | APPROVED | 2021-08-16 |
| OR | RA | APPROVED | 2021-03-09 |
| CA | RA | APPROVED | 2020-09-17 |
| RI | RA | APPROVED | 2018-12-14 |
| DE | RA | APPROVED | 2018-07-13 |
| VA | RA | APPROVED | 2015-07-21 |
| FL | RA | APPROVED | 2015-07-17 |
| MA | RA | APPROVED | 2012-01-15 |
| CT | RA | APPROVED | 2011-12-16 |
Branch Locations
East Hampton, CT • United States
1201 Winterson Road Suite 130, Linthicum Heights, MD 21090 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Nashua | NH | 02/2011 | Present |
| Agia | Houston | TX | 12/2022 | Present |
CHURCH COUNCIL MEMBER POSITION: Council Member NATURE: I am one of several lay people elected to the council periodically to discuss all church matters. We then communicate updates to the Congregation in terms of the church's affairs at least annually. This is a volunteer position and people typically serve 1, 2 or 3 year terms based on the need and their availability. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2020 ADDRESS: Bethlehem Lutheran Church, One E High Street, East Hampton CT 06424, United States DESCRIPTION: We meet semi-annually to discuss all matters church related. There are several committees such as property, endowment, worship, finance that present reports and at times make suggestions as to the needs of the church. If needed we then vote on questions that require consideration. Depending on the size and nature of the request, we at times involve the entire congregation to meet and vote on proposals. This is spelled out in the church's constitution. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products EAST HAMPTON/MARLBOROUGH ROTARY CLUB POSITION: Member NATURE: Questions and Answers about Membership in the Rotary Club of East Hampton & Marlborough, CT. Why am I being invited to join Rotary? A current member of our club has nominated you for club membership and our club believes that your membership will benefit you, the club, and our community. Where does Rotary meet? Unless otherwise noted, we meet at Lakeside Bar & Grill every Wednesday starting at 6:30. Is attendance required? Regular attendance at club meetings and participation in fundraisers and events is the best way to make an impact through our club. While we do not require weekly attendance, you are encouraged to attend at least 50% of club meetings. How much are dues? The membership dues are $185 per year billed July 1st. Is there a weekly fee? The cost of dinner at Lakeside Bar & Grill is $32 and includes a dinner ,roll ,salad, and entre, and dessert. You may also order drinks if you are interested. What would be asked of me if I join? Give what you can, and contribute your time and talents as your work, family, and other commitments allow. And of course, always adhere to Rotary's four-way test. Will there be someone to help me along as I learn? Your membership has been sponsored by an existing member of our club. Your sponsor will support you along the way along with many other club members. Is the club involved in politics or religion? Rotary is a volunteer organization and is nonpolitical and nonreligious. How do I know if it is right for me before I make a commitment? We invite you to attend a few meetings prior to making any commitments. Your sponsor will reach out to you to answer any questions, and you can reach our club president with any additional questions (contact information is provided in the cover letter). What is the next step for me to become a member? Work with your club sponsor to learn more about Rotary, and our club. Then should you wish to move forward attend the scheduled Introduction to Rotary meeting (details provided in the cover letter). INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2024 ADDRESS: 24 Bevin Blvd, East Hampton CT 06424, United States DESCRIPTION: I would donate time and talents through volunteerism and fund raising to improve the community by helping people in need.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-09 |
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