linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Danielle C Lake-nestor

Valic Financial Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Danielle? Claim Your Profile

About Danielle C Lake-nestor

Danielle Lake-nestor is a financial advisor with over 12 years of experience in the industry. Danielle is a registered representative of Valic Financial Advisors, Inc. and has been with the firm since 2019. Danielle is also a registered investment advisor and has been registered in Texas since 2020. Danielle specializes in providing financial advice to individuals and families. Danielle holds the Series 6, Series 63, Series 65, and SIE licenses. Danielle is committed to providing her clients with personalized financial advice that meets their individual needs.

Firm Information

Danielle Lake-nestor 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Danielle Lake-nestor’s Registration & Firm History

TX

06/26/2020 - Present

Valic Financial Advisors, Inc. (HOUSTON TX)

TX

01/23/2009 - 03/16/2018

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

Not sure if Danielle C Lake-nestor is right for you?

Licenses & Designations

IA

Issued 06/26/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/05/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Danielle C Lake-nestor.
Not sure if Danielle C Lake-nestor is right for you?