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James Paul Lesniewski

Valic Financial Advisors, Inc.

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About James Paul Lesniewski

James Lesniewski is a financial advisor with Valic Financial Advisors, Inc. located in Scottsdale, AZ. James has been working in the financial services industry since 1996. James has experience with Ameriprise Financial Services, Inc, LPL Financial LLC, Bankers Life & Casualty, Inc, Bankers Life Securities, Inc, Banks Life Advisory Services, Inc and AGIA. James is registered with the state of Alaska, Arizona and Virginia.

Firm Information

James Lesniewski 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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James Lesniewski’s Registration & Firm History

AZ

11/12/2021 - Present

Valic Financial Advisors, Inc. (SCOTTSDALE AZ)

AZ

06/24/2020 - 12/01/2020

BANKERS LIFE SECURITIES, INC. (PHOENIX AZ)

AZ

09/30/2016 - 07/15/2019

LPL FINANCIAL LLC (SCOTTSDALE AZ)

AZ

05/13/2013 - 10/07/2016

AMERIPRISE FINANCIAL SERVICES, INC. (PEORIA AZ)

AZ

10/12/2011 - 02/11/2013

BANCWEST INVESTMENT SERVICES, INC. (TOLLESON AZ)

AZ

06/03/2011 - 10/12/2011

BBVA COMPASS INVESTMENT SOLUTIONS, INC (GILBERT AZ)

WI

02/01/2010 - 01/06/2011

WELLS FARGO INVESTMENTS, LLC (DODGEVILLE WI)

WI

12/01/2001 - 01/13/2010

U.S. BANCORP INVESTMENTS, INC. (HARTLAND WI)

NJ

05/23/2000 - 12/01/2001

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

MA

04/10/1995 - 05/16/2000

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/10/1995 - 05/16/2000

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/01/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2001

Series 7 - General Securities Representative Examination

BC

Issued 04/07/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Paul Lesniewski. Review regulatory record here.
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