Unclaimed
Darryl Lindsey is a financial advisor registered with Valic Financial Advisors, Inc. Darryl has been in the industry since May 10, 1989. Darryl is registered with the state of North Carolina and has worked with Valic Financial Advisors, Inc. since July 2007. Darryl also has past experience with BEAR, STEARNS & CO. INC. and MCLAUGHLIN, PIVEN, VOGEL INC. . Darryl provides financial planning, portfolio management for individuals, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
10/18/2024 - Present
Valic Financial Advisors, Inc. (DURHAM NC)
NY
09/08/1989 - 02/06/2007
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
11/23/1988 - 09/11/1989
MCLAUGHLIN, PIVEN, VOGEL INC. (NEW YORK NY)
BOTH
Issued 10/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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