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Janice B
Series 63, Series 65
Bryan, TX
Valic Financial Advisors
Janice Buchanan is a financial advisor with Valic Financial Advisors in Bryan, TX, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. She has been with Valic Financial Advisors since 2000 and also holds a position at Agia. Outside of her advisory work, she serves as the executor of a family estate. 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating with over 1,200 advisors nationwide.
Lee B
Series 66
Bryan, TX
Valic Financial Advisors
Lee Bowman is a financial advisor with Valic Financial Advisors in Bryan, TX, holding a Series 66 designation and five years of industry experience. He previously worked at Kristen Distributing Company and has been with Valic Financial Advisors since 2019. Outside of his advisory role, Bowman serves as a general board member for the Bryan Harvey Little League, assisting with league activities and operations. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.
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