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Lee Lakey
11 Years of Experience
Memphis, TN
1 DisclosureBrokerSells Insurance
Lee Lakey is a registered investment advisor at VALIC Financial Advisors, INC., based in Memphis, TN, with 11 years of industry experience. Lee 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B
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.
One-Time Plan:Up to $5,000
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Location
Memphis, TN
Get directionsHistory
Regulatory History (1)
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Criminal
December 2003Final Disposition
Other Business ActivitiesSells Insurance
Lee works as an agent for AGIA, selling non-securities insurance products. This requires a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
April 2016 - Present · 10 yrs 1 mo
VALIC Financial Advisors, INC.
September 2015 - Present · 10 yrs 8 mos
VALIC Financial Advisors, INC.Broker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
First Heartland Capital, INC.Broker
May 2015 - September 2015 · 4 mos
Mutual of Omaha Investor Services, INC.Broker
February 2015 - May 2015 · 3 mos
State Registrations12 states
ALARFLGAIAKYLAMOMSTNTXVA
AdvisorBrokerBoth
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
No exam information available for this advisor.