Lajoi Thompkins
Investment adviser representative at Valic Financial Advisors, Inc.
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- AgiaOct 2024 to now
- Century21Sep 2024 to now
- Valic Financial Advisors, Inc.Jul 2024 to now
- Redfin CorporationApr 2024 to Jun 2024
- OptumDec 2022 to May 2024
- H&r BlockFeb 2022 to Oct 2022
- UnemployedJun 2021 to Jan 2022
- Kaiser PermanenteJun 2018 to May 2021
- Ritter Insurance MarketingJun 2017 to Jun 2018
- Georgia Southern UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
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
- 7961139
- Firm CRD
- 42803