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BC

Brandon G. Curtis

VALIC FINANCIAL ADVISORS
Houston, TX 77019
Some features on this profile are disabled
CRD#: 6496059
BC

Professional summary

Brandon Grey Curtis, who also goes by Brandon G Curtis, Brandon Grey Curtis, Brandon Curtis, is a registered financial professional currently at VALIC FINANCIAL ADVISORS, INC. located in Houston, Texas.

Brandon is registered as a RR (Registered Representative) and started their career in finance in 2015. Brandon has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brandon G Curtis | Brandon Grey Curtis | Brandon Curtis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brandon Grey Curtis's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 3, 2025 - Present

VALIC FINANCIAL ADVISORS, INC.

Office #1: 2929 Allen Parkway L3-20, Houston, TX 77019
RIA
BD
CRD#: 42803
Houston, TX
Past

August 12, 2024 - August 19, 2025

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
DALLAS, TX
Past

August 12, 2024 - August 19, 2025

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
DALLAS, TX
Past

August 12, 2024 - August 19, 2025

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
DALLAS, TX
Past

August 12, 2024 - August 19, 2025

CETERA ADVISORS LLC

BD
CRD#: 10299
DALLAS, TX
Past

July 18, 2023 - August 19, 2025

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

May 11, 2020 - June 15, 2023

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
HOUSTON, TX
Past

June 20, 2016 - July 6, 2020

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
SPRINGFIELD, MO
Past

June 20, 2016 - July 6, 2020

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
SPRINGFIELD, MO
Past

November 24, 2015 - June 29, 2016

WADDELL & REED

RIA
CRD#: 866
SPRINGFIELD, MO
Past

August 1, 2015 - June 29, 2016

WADDELL & REED

BD
CRD#: 866
SPRINGFIELD, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VF
VALIC FINANCIAL ADVISORS, INC.
AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES

CRD#: 42803 / SEC#: 801-54952, 8-50018

RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(9/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/24/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/17/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/1/2015
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/25/2020
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

VF
VALIC FINANCIAL ADVISORS, INC.
AIG RETIREMENT ADVISORS, INC. | VALIC INVESTMENT SERVICES COMPANY | VALIC FINANCIAL ADVISORS, INC. | COREBRIDGE FINANCIAL | AMERICAN GENERAL FINANCIAL ADVISORS, INC. | AIG RETIREMENT SERVICES

CRD#: 42803 / SEC#: 801-54952, 8-50018

RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
2919 Allen Parkway L3-20, Houston, TX 77019
Mailing Address
2919 Allen Parkway L3-20, Houston, TX 77019-2158
Phone number
(866) 544-4968
Established
Texas since 11/18/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
1,633

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE FOR THE GUIDED PORTFOLIO SERVICES PROGRAM- VC23988 (9/8/2025)
MIP UNIFIED MANAGED ACCOUNT PROGRAM (3/28/2025)
FINANCIAL PLANNING & CONSULTING SERVICES BROCHURE (3/28/2025)
WRAP FEE PROGRAM BROCHURE FOR VFA MANAGED INVESTMENT PROGRAM - VC23987 (3/28/2025)
WRAP FEE PROGRAM BROCHURE FOR THE GUIDED PORTFOLIO ADVANTAGE PROGRAM - VC38857 (3/28/2025)

Direct owners and executive officers

NamePositionCRD#
THE VARIABLE ANNUITY LIFE INSURANCE COMPANYDIRECT OWNER
BURNETTE, CYNTHIA LEACHIEF FINANCIAL OFFICER AND TREASURER1863103
FORTEY, MICHAELVFA CHIEF COMPLIANCE OFFICER BROKER DEALER2304969
GIBSON, KRISTA DE LOISPRESIDENT; SVP, HEAD OF PRODUCT & ADVISORY SERVICES2348708
JOE, CHRISTOPHER CHUCKVFA CHIEF COMPLIANCE OFFICER INVESTMENT ADVISOR2373056
LOGAN, JOHN ALBERTCHIEF OPERATIONS OFFICER4378887
MARCIEL-CARR, THERESA HVICE PRESIDENT, FIELD SUPERVISION5428259
NORRIS, JOHN ERIKSECRETARY8188573
RINK, VERONICA LYNETTEVICE PRESIDENT, BUSINESS ADMINISTRATION4724432

Regulatory assets under management

Total Number of Accounts293,993
AUM (Assets Under Management)$ 26,372,603,709

Disclosures

Regulatory Event17
Arbitration3

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025
Cover Page
Report
01/27/2025
Cover Page
Report
04/29/2024
Cover Page
Report
04/28/2023
Cover Page
Report

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.

Company Information

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803Houston, TX 77019

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