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John Lee French

Valic Financial Advisors, Inc.

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About John Lee French

John Lee French is a financial advisor with Valic Financial Advisors, Inc. based in Birmingham, Alabama. John has been in the financial services industry since October 1995. John specializes in providing financial planning services, portfolio management services for individuals, and selection of other advisors. John is registered with the state of Alabama, Florida, Georgia, Kentucky, Mississippi, and Texas. John also holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations.

Firm Information

John French 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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John French’s Registration & Firm History

AL

02/10/2016 - Present

Valic Financial Advisors, Inc. (BIRMINGHAM AL)

AL

08/02/2001 - 10/04/2004

SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)

AL

03/09/1999 - 08/02/2001

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

IL

11/29/1996 - 03/05/1997

HORACE MANN INVESTORS INC (SPRINGFIELD IL)

MA

09/29/1993 - 10/29/1996

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

IA

Issued 03/15/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Lee French. Review regulatory record here.
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