Unclaimed
Lee Bowman is a financial advisor registered with Valic Financial Advisors, Inc.. Lee Bowman's office is located in BRYAN, Texas. Lee Bowman has been in the financial industry for over 10 years. Lee Bowman works with high net worth individuals, corporations or other businesses, and individuals other than high net worth. Lee Bowman offers a variety of financial services, including financial planning, selection of other advisors, and portfolio management for individuals.
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
12/04/2020 - Present
Valic Financial Advisors, Inc. (BRYAN TX)
BOTH
Issued 12/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Lee Bowman is the right advisor for you? Invested Better is here to help.