Carmen Lex (CRD# 5337811) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Mount Laurel, NJ and has over 15 years of experience in the finance industry. Carmen Lex has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors | Bedminster, NJ | Sep 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
- CA
- CO
- DE
- DC
- FL
- GA
- IL
- ME
- MD
- MI
- MO
- NJ
- NY
- NC
- OR
- PA
- SC
- TX
- VA
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Total Assets Under Management25,247MILLIONS
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Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
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