George Torruella
Professional summary
George Torruella, who also goes by George Torruella Jr, Jorge Torruella Jr, George Torruella-hogan, George Torruellahogan Jr, Jorge Luis Torruellahogan Jr, is a registered financial advisor currently at VALIC FINANCIAL ADVISORS, INC. located in Houston, Texas.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. George has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view George Torruella's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view George Torruella's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 21, 2025 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 2929 Allen Pkwy, Houston, TX 77019March 29, 2022 - Present
VALIC FINANCIAL ADVISORS, INC.
Office #1: 2919 Allen Parkway L3-20, Houston, TX 77019-2158October 26, 2015 - February 7, 2022
COREBRIDGE CAPITAL SERVICES, INC.
June 4, 2014 - October 6, 2015
SWBC INVESTMENT COMPANY
June 4, 2014 - October 6, 2015
SWBC INVESTMENT SERVICES, LLC
February 27, 2012 - May 30, 2014
EDWARD JONES
February 27, 2012 - May 30, 2014
EDWARD JONES
August 20, 2009 - August 16, 2011
CHASE INVESTMENT SERVICES CORP.
January 26, 2009 - August 16, 2011
CHASE INVESTMENT SERVICES CORP.
November 11, 2005 - November 6, 2008
EATON VANCE DISTRIBUTORS, INC.
October 23, 2001 - October 31, 2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
January 23, 1997 - November 3, 1999
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO
January 23, 1997 - November 3, 1999
UBS FINANCIAL SERVICES INC.
October 19, 1995 - August 30, 1996
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO
October 19, 1995 - August 30, 1996
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
VALIC FINANCIAL ADVISORS, INC.
CRD#: 42803 / SEC#: 801-54952, 8-50018
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/29/2022)
(10/21/2025)
Exams
FINRA
Current Firm
VALIC FINANCIAL ADVISORS, INC.
CRD#: 42803 / SEC#: 801-54952, 8-50018
Contact information
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE VARIABLE ANNUITY LIFE INSURANCE COMPANY | DIRECT OWNER | |
| BURNETTE, CYNTHIA LEA | CHIEF FINANCIAL OFFICER AND TREASURER | 1863103 |
| FORTEY, MICHAEL | VFA CHIEF COMPLIANCE OFFICER BROKER DEALER | 2304969 |
| GIBSON, KRISTA DE LOIS | PRESIDENT; SVP, HEAD OF PRODUCT & ADVISORY SERVICES | 2348708 |
| JOE, CHRISTOPHER CHUCK | VFA CHIEF COMPLIANCE OFFICER INVESTMENT ADVISOR | 2373056 |
| LOGAN, JOHN ALBERT | CHIEF OPERATIONS OFFICER | 4378887 |
| MARCIEL-CARR, THERESA H | VICE PRESIDENT, FIELD SUPERVISION | 5428259 |
| NORRIS, JOHN ERIK | SECRETARY | 8188573 |
| RINK, VERONICA LYNETTE | VICE PRESIDENT, BUSINESS ADMINISTRATION | 4724432 |
Regulatory assets under management
| Total Number of Accounts | 293,993 |
| AUM (Assets Under Management) | $ 26,372,603,709 |
Disclosures
| Regulatory Event | 17 |
| Arbitration | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 01/27/2025 | ||
| 04/29/2024 | ||
| 04/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
