Valic Financial Advisors, Inc.

Overview

Valic Financial Advisors, Inc. is a Broker Dealer and registered investment adviser based in Houston, TX, registered since 1997. It reports $29.2B in assets under management across 293,026 accounts, with 1,647 employees. Its 1,345 registered representatives work across 109 branch offices in 38 states.

Reported AUM

$29.2B

Discretionary

100%

Accounts

293,026

Average account

$99.7K

Employees

1,647

Registered reps

1,345

Branch offices

109

Registered since

1997

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Corporate Bonds
• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Mutual Fund/Underwriter
• Non-Enchange Member Transactions
• Other
• Retirement/Pension Products
• Variable Life Insurance & Annuities

Executive officers 3 of 10

• Cynthia Lea Burnette Chief Financial Officer, Treasurer CRD 1863103
• John Albert Logan Chief Operating Officer CRD 4378887
• Louis Ducote Vfa Chief Compliance Officer Investment Advisory CRD 6913500

7 more executive officers, with direct contact details

Registered reps 3 of 1,345

• Theodore Andrew Adams Registered Rep · Investment Adviser Rep CRD 8083822
• Kevin J Adamson Registered Rep CRD 5074958
• Linda Ruby Lopez Aguayo Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6937038

1,342 more registered reps, with emails, phones and branch locations

Location

Headquarters

2919 Allen Pkwy # L3-20
Houston, TX 77019

County

Harris

Metro area

Houston-The Woodlands-Sugar Land, TX

Region

South

Branch offices

109 in 38 states, including Greensboro, NC, Jacksonville, FL and Macon, GA

Registrations

• SEC registered, corporation formed in Texas
• Registered in 51 jurisdictions
• Website: valic.com

Every state, with registration dates

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