Krysanthe Dawes

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2005 → 09/2019
  Lazard Asset Management Securities Llc
  New York, NY
• 12/2005 → 09/2019
  Lazard Asset Management
  New York, NY
• 10/2019 → 06/2020
  Unemployed
  Houston, TX
• 06/2020 → Present
  Valic Financial Advisors/Aig
  Houston, TX

Previous Registrations

• 2003-08-05 → 2003-12-02
  Charles Schwab & Co., Inc.
  Atlanta, GA

Other Businesses

CAIA HOUSTON CHAPTER POSITION: committee member NATURE: Chapter designed to connect local CAIA charterholders in investment community and deliver educational programming to chapter/investment community at large INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2019 ADDRESS: none, houston TX 77005, United States DESCRIPTION: idea/speaker source for programming, assist with event logistics

Exams

• S66 Uniform Combined State Law Examination
  2003-08-04
• S63 Uniform Securities Agent State Law Examination
  2001-06-19

Other Names

• Krysanthe Dawes Owens