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Lynette Justice

Valic Financial Advisors, Inc.

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About Lynette Justice

Lynette Justice is a financial advisor at Valic Financial Advisors, Inc. Lynette has been in the financial industry since February 4, 1994. Lynette is licensed to provide financial advice in Arizona, California, Florida, Georgia, Illinois, Indiana, Maryland, and Ohio. Lynette is a registered representative of Valic Financial Advisors, Inc. and is also registered as an investment advisor representative with the state of Ohio.

Firm Information

Lynette Justice 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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Lynette Justice’s Registration & Firm History

OH

12/06/2024 - Present

Valic Financial Advisors, Inc. (COLUMBUS OH)

OH

04/10/2007 - 10/30/2019

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

CA

01/13/2005 - 08/03/2005

PACIFIC AMERICAN SECURITIES, LLC (SAN DIEGO CA)

PA

03/06/2002 - 01/03/2005

GREENTREE BROKERAGE SERVICES, INC. (PHILADELPHIA PA)

PA

01/22/1998 - 07/05/2001

PRYOR, COUNTS & CO., INC. (PHILADELPHIA PA)

IL

02/13/1997 - 12/02/1997

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

OH

02/02/1995 - 01/31/1997

BANC ONE CAPITAL CORPORATION (COLUMBUS OH)

IL

01/01/1990 - 12/31/1994

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 05/11/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/16/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/1989

Series 7 - General Securities Representative Examination

BC

Issued 05/05/1988

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are 2 public disclosures for Lynette Justice. Review regulatory record here.
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