Unclaimed
Lauren Nicole Jones is a financial advisor at Valic Financial Advisors, Inc. Lauren has been in the financial services industry since July 18, 2024. Lauren is registered to provide financial services in Texas. Lauren has passed the General Securities Representative Examination and the Securities Industry Essentials Examination. Lauren specializes in financial planning and portfolio management for individuals and helps clients select 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.
1
2
TX
07/19/2024 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
BC
Issued 07/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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