Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
19 years
Location
Seven Devils, NC
Valic Financial Advisors
Enterprise
Lauren Johnson is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 designations and 18 years of industry experience. She has worked at Valic Financial Advisors since 2012 and at Agia since 2022. Outside of her advisory role, she is a commissioned notary public. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.
Based on Valic Financial Advisors
Based on Valic Financial Advisors
Financial planning and consulting services available on a flat fee basis (specific amounts not stated)
$0 - $250,000: 0.90% Advisory Fee, 0.63% Platform Fee, 0.08% - 0.60% Manager Fee $250,000 - $500,000: 0.75% Advisory Fee, 0.44% Platform Fee, 0.08% - 0.60% Manager Fee $500,000 - $1,000,000: 0.65% Advisory Fee, 0.32% Platform Fee, 0.08% - 0.60% Manager Fee $1,000,000 - $2,000,000: 0.55% Advisory Fee, 0.31% Platform Fee, 0.08% - 0.60% Manager Fee $2,000,000 - $5,000,000: 0.45% Advisory Fee, 0.30% Platform Fee, 0.08% - 0.60% Manager Fee $5,000,000 - $10,000,000: 0.35% Advisory Fee, 0.29% Platform Fee, 0.08% - 0.60% Manager Fee $10,000,000 - $25,000,000: 0.35% Advisory Fee, 0.27% Platform Fee, 0.08% - 0.60% Manager Fee $25,000,000+: 0.35% Advisory Fee, 0.25% Platform Fee, 0.08% - 0.60% Manager Fee
Broker-dealer commissions available separately for brokerage accounts
Financial planning and consulting services offered on hourly basis (specific rates not stated)
Subscription basis financial planning available (specific amounts not stated)
Account minimum: $250,000 Minimum fee: $150 annual minimum account fee assessed quarterly as $37.50 per quarter if quarterly fees do not meet this minimum Fee-only: Advisory fees only; no commissions for advisory services
Seven Devils, NC
Seven Devils NC
Advisors at this office
1
Arizona · Florida · Georgia · Kentucky · Maine · Maryland · New Jersey · North Carolina · South Carolina · Texas · Virginia
19 years of industry experience
Agia
2022 - Present • 4 years
Houston, TX
Valic Financial Advisors
2012 - Present • 14 years
Raleigh, NC
Wells Fargo Clearing
2008 - 2012 • 4 years
NC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Boone, NC
E2I Financial Group, LLC
Jonathan Davis is a Series 65 credentialed financial advisor with 11 years of industry experience. He is the principal of E2I Financial Group, LLC and has also owned JAD Financial Group, LLC since 2004, focusing on life insurance and income planning using fixed annuities. Prior to his current roles, he spent a year at Horter Investment Management. E2I Financial Group, LLC serves individual clients primarily aged 50 and over, as well as high-net-worth individuals and pension and profit-sharing plans. The firm offers modular and broad-based financial planning along with asset management, using third-party registered investment advisors for tactical mutual fund and ETF allocations guided by written Investment Policy Statements.
Series 65
Blowing Rock, NC
Fortis Wealth Management
Liam Gilroy is a financial advisor with Fortis Wealth Management in Blowing Rock, NC, holding a Series 65 designation and 11 years of industry experience. He has been with Fortis Wealth Management since 2015 and is also a member of the U.S. Army National Guard, where he has served for 10 years. Outside of his advisory role, he manages non-investment-related rental properties through Magnolia Operations LLC. Fortis Wealth Management serves individuals, families, and plan sponsors with services including asset management, financial planning, retirement-plan advisory, and business development advisory. The firm uses a combination of cyclical, fundamental, and technical analysis, offers regular educational seminars, and includes business development advisory services provided by MBA-qualified representatives.
CFP®, Series 63
Boone, NC
IronBridge Wealth Counsel, LLC
Edwin Cummer is a CFP® professional with 26 years of industry experience, currently serving at IronBridge Wealth Counsel, LLC since 2022. Prior to this, he operated his own advisory firm, Edwin R. Cummer, LLC, for 11 years. IronBridge Wealth Counsel provides financial planning and consulting services to individuals, non-profits, corporations, and other business entities through project-based and retainer-style engagements. The firm focuses on planning and referral arrangements rather than discretionary portfolio management, using fundamental analysis and modern portfolio theory to support various investment strategies.
CFP®, Series 65
Banner Elk, NC
Sterling Wealth Advisors, Inc.
Elizabeth Barrett is a CFP® professional with 28 years of industry experience. She has been with Sterling Wealth Advisors, Inc. for 30 years. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary investment management alongside comprehensive financial planning and consulting. Sterling Wealth Advisors manages over $200 million in client assets with a small team, implementing customized portfolios using no-load mutual funds, ETFs, fixed income, and government securities.
Series 65
Banner Elk, NC
Sterling Wealth Advisors, Inc.
Sterling Barrett is a financial advisor at Sterling Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Lowes' Food and attended Liberty University. Sterling Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans, providing discretionary investment management along with comprehensive financial planning and consulting services. The firm manages over $200 million in client assets through customized portfolios using no-load mutual funds, ETFs, fixed income, and U.S. government securities.
Series 65
Blowing Rock, NC
Fortis Wealth Management
Anthony Winkels is a financial advisor at Fortis Wealth Management with 11 years of industry experience. He holds a Series 65 credential and has worked at Goldman Sachs & Co. LLC and Crown Venture Management, LLC. Winkels is also a member of the U.S. Army Reserve. Fortis Wealth Management provides asset management, financial planning, retirement-plan advisory, and business development advisory services to individuals, families, and plan sponsors. The firm uses a combination of cyclical, fundamental, and technical analysis along with long- and short-term trading strategies, and it offers educational seminars and business development advisory services.
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