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Lee W Lakey

Valic Financial Advisors, Inc.

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About Lee W Lakey

Lee W. Lakey is a financial advisor registered with Valic Financial Advisors, Inc. Lee has been in the financial services industry since February 10, 2015. Lee is licensed to offer securities and investment advice in Alabama, Arkansas, Florida, Georgia, Kentucky, Mississippi, Missouri, Tennessee, Texas, and Virginia. Lee is registered with the Financial Industry Regulatory Authority (FINRA). In addition to Lee's registration with Valic Financial Advisors, Inc., Lee is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.

Firm Information

Lee Lakey 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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Lee Lakey’s Registration & Firm History

TN

10/30/2018 - Present

Valic Financial Advisors, Inc. (MEMPHIS TN)

TN

05/14/2015 - 09/22/2015

FIRST HEARTLAND CAPITAL, INC. (Memphis TN)

TN

02/11/2015 - 05/22/2015

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (MEMPHIS TN)

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Licenses & Designations

IA

Issued 04/22/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lee W Lakey. Review regulatory record here.
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