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CFP
LT
CFP

Lee Trevino

VALIC Financial Advisors, INC.
11 Years of Experience
Wenatchee, WA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Lee Trevino is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Wenatchee, WA, with 11 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.

VALIC Financial Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1252 advisors
IM Fee
Planning only
Assets Under Management
$29.2B

Fee Structure

Minimum Investment:None

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.
Annual Retainer:Up to $5,000/year
One-Time Plan:Up to $5,000
View Full SEC Brochure

Location

1014 Fifth Street, Suite 201, Wenatchee, WA, 98801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Lee works as an agent for AGIA, selling non-securities insurance products. This activity requires a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
March 2017 - Present · 9 yrs 7 mos
VALIC Financial Advisors, INC.
September 2015 - Present · 11 yrs 1 mo
VALIC Financial Advisors, INC.Broker
September 2015 - Present · 11 yrs 1 mo
State Registrations23 states
AKALCAFLGAIDILINKSKYLAMIMNMOMSNDNEOHORSDTXWAWI
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.
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