Lee Lakey (CRD# 6345253) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Birmingham, AL and has over 8 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors, Inc. | Brentwood, TN | Sep 2015 - Current | 8 |
| First Heartland Capital Inc. | Lake St Louis, MO | May 2015 - Current | 8 |
| Mutual Of Omaha Investor Services | Memphis, TN | Dec 2014 - May 2015 | < 1 |
| Mutual Of Omaha Insurance Company | Memphis, TN | Nov 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
| S63 | Uniform Securities State Law Examination | Feb 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AL
- AR
- FL
- GA
- KY
- MS
- MO
- TN
- TX
- VA
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Total Assets Under Management23,162MILLIONS
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Total Number of Accounts359,447ACCOUNTS
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Average Account Value$64,438
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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