Joseph James Lacy

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

• 05/2018 → 12/2024
  Carmax
  Houston, TX
• 04/2017 → 06/2018
  Fredy Kia
  Houston, TX
• 02/2016 → 03/2017
  Unemployed
  Houston, TX
• 12/2024 → Present
  Valic Financial Advisors, Inc.
  Houston, TX
• 01/2025 → Present
  Agia
  Houston, TX

Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/06/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance Products for AGIA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-26
• S63 Uniform Securities Agent State Law Examination
  2025-04-23

Other Names

• Joseph Lacy