Tam Thi Le
Investment adviser representative at Valic Financial Advisors, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$29.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Jan 2022 to now
- Pfs Investmetns Inc.Mar 2021 to Dec 2021
- Primerica Financial ServicesDec 2020 to Dec 2021
- Peak American Investment AdvisorsSep 2020 to Nov 2020
- UnemployedApr 2019 to Aug 2020
- Bank of America, N.A.Oct 2014 to Mar 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2014 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
Valic Financial Advisors, Inc.
$29.2BAssets managed
293,026Clients
1,254Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4634478
- Firm CRD
- 42803