Lynette Justice
Lynette Justice is a registered investment advisor at VALIC Financial Advisors, INC., based in Columbus, OH, with 31 years of industry experience. Lynette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
8050 North High Street, Suite 130, Columbus, OH, 43235
Get directionsHistory
Regulatory History (2)
Financial
March 2024Financial
October 2023Other Business ActivitiesSells Insurance
Lynette is an agent for AGIA, selling non-securities insurance products since December 2024. This activity requires a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
The Huntington Investment CompanyBroker
Pacific American Securities, LLCBroker
Greentree Brokerage Services, INC.Broker
Pryor, Counts & CO., INC.Broker
Banc One Securities CorporationBroker
Banc One Capital CorporationBroker
Banc One Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.