John Newton
John Newton is a registered investment advisor at VALIC Financial Advisors, INC., based in Orlando, FL, with 44 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
3505 Lake Lynda Drive, Suite 200, Orlando, FL, 32817
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2008Other Business ActivitiesSells Insurance
John is an agent for AGIA, selling non-securities insurance products since 2022. This takes a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Nationsbanc Investments, INC.Broker
NationssecuritiesBroker
Nationsbanc Securities, INC.Broker
Raymond James & Associates, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
The Stuart-James Company, INC.Broker
Swink & Company, INC.Broker
J. Milton Newton, IncorporatedBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.