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Lee Randall Bowman

Investment adviser representative at Valic Financial Advisors, Inc.
17 yearsExperience
1 stateRegistered in
$29.2BFirm assets
28 yearsFirm in business

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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

17 years in the industry.

  1. AgiaDec 2022 to now
  2. Valic Financial Advisors, Inc.Dec 2019 to now
  3. Kristen Distributing CompanyApr 2009 to Mar 2020

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
7208244
Firm CRD
42803
Advisor's SEC record (opens in a new tab)
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