Unclaimed
Lewis Stamey is an active financial advisor registered with Valic Financial Advisors, Inc. Lewis is licensed to conduct business in Florida and Virginia and is also registered with the Securities and Exchange Commission as an Investment Advisor Representative (IAR). Lewis has over 22 years of experience in the financial services industry and has held positions at The Variable Annuity Marketing Company and AGIA.
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
FL
04/25/2000 - Present
Valic Financial Advisors, Inc. (TAMPA FL)
TX
04/24/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 08/30/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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