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Christopher Lamart Wilson

Valic Financial Advisors, Inc.

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About Christopher Lamart Wilson

Christopher Lamart Wilson is a financial advisor with Valic Financial Advisors, Inc. Christopher Lamart Wilson has been in the financial services industry since 2020. Christopher Lamart Wilson is registered with the state of Missouri and Illinois. Christopher Lamart Wilson also has a Series 66 and Series 63 license. Christopher Lamart Wilson previously worked with TD Ameritrade, Inc. Christopher Lamart Wilson offers investment advice for individuals and businesses. Christopher Lamart Wilson may recommend wrap accounts.

Firm Information

Christopher Wilson is currently registered with Valic Financial Advisors, Inc.. Valic Financial Advisors, Inc. is a corporation formed in November 1996, headquartered in Houston, Texas. The firm offers financial planning, portfolio management for individuals, and selection of other advisers, among other services. They also have a wrap fee program and manage assets for both high-net-worth individuals and individuals other than high-net-worth. The firm is registered with the SEC and has a total of 52 state registrations. As of the most recent reporting period, the firm reported approximately $25.25 billion in regulatory assets under management.
Valic Financial Advisors, Inc.

2929 ALLEN PKWY; L7-20

HOUSTON, TX 77019

$25.25B

Assets Under Management

12

Total Clients

1,266

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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recommend wrap accounts to clients

Recommend wrap accounts to clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Wilson’s Registration & Firm History

MO

07/28/2022 - Present

Valic Financial Advisors, Inc. (ST. LOUIS MO)

MO

11/03/2020 - 07/07/2021

TD AMERITRADE, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 07/23/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/11/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Lamart Wilson.
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