Lauren Sledge, financial advisor Houston TX

Lauren Sledge

CRD Number: 5264919
Current Firm: Valic Financial Advisors, Inc.

Lauren Sledge (CRD# 5264919) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Houston, TX and has over 6 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Valic Financial Advisors, Inc. Houston, TX Mar 2017 - Current 7
Unemployed Katy, TX Dec 2016 - Mar 2017 < 1
Massmutual Katy, TX Jul 2016 - Nov 2016 < 1
Msi Financial Services, Inc. Katy, TX Apr 2011 - Nov 2016 5
Metlife Katy, TX Jan 2011 - Jul 2016 5
New England Securities Houston, TX Aug 2009 - Jan 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2017
Contact Info for Lauren J. Sledge
Phone Number: 866-544-4968
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    23,162
    MILLIONS
  • Total Number of Accounts
    359,447
    ACCOUNTS
  • Average Account Value
    $64,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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