Lee Cox
Lee Cox is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Novi, MI, with 29 years of industry experience. Lee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 293,026 clients with $29B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
VALIC Financial Advisors offers ongoing subscription-based financial planning services that renew annually and include periodic updates to your financial plan as your needs or life events change.
- One-time financial plan — Up to $5,000 annually, customized to your financial situation and goals.
- Project-based consulting services — Up to $7,500 annually for specific financial consulting projects.
- Combined plan and consulting services — Total combined fee will not exceed $10,000 annually.
Location
39555 Orchard Hill Place, Suite 600, Novi, MI, 48375
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2018Other Business ActivitiesSells Insurance
Lee works as an agent for AGIA selling non-securities insurance products, dedicating a few hours per week to this activity. This activity is not investment-related.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
PNC InvestmentsBroker
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
Olde Discount CorporationBroker
State Registrations7 states
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.
Exams
More Advisors
- Jermaine TaylorVALIC Financial Advisors, INC.
- Christopher YoungVALIC Financial Advisors, INC.
- Richard CoatesVALIC Financial Advisors, INC.
- David Jones, CFPVALIC Financial Advisors, INC.
- Jason Kirk, CFPVALIC Financial Advisors, INC.
- Michael Detone, CFPVALIC Financial Advisors, INC.