Danielle C Lake-Nestor

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

• 12/2008 → 03/2018
  Aig Retirement Advisors
  Houston, TX
• 03/2019 → Present
  Valic Financial Advisors
  Houston, TX
• 04/2018 → 02/2019
  Unemployed
  Houston, TX
• 12/2022 → Present
  Agia
  Houston, TX

Other Businesses

AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-26
• S63 Uniform Securities Agent State Law Examination
  2009-02-05

Other Names

• Danielle C Swindell