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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 293,026 clients with $29B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
VALIC Financial Advisors offers ongoing subscription-based financial planning services that renew annually and include periodic updates to your financial plan as your needs or life events change.
- One-time financial plan — Up to $5,000 annually, customized to your financial situation and goals.
- Project-based consulting services — Up to $7,500 annually for specific financial consulting projects.
- Combined plan and consulting services — Total combined fee 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.
Exams
More Advisors
- Erin Garmon, CFPVALIC Financial Advisors, INC.
- Kelly TorresinVALIC Financial Advisors, INC.
- Daniel NowakVALIC Financial Advisors, INC.
- Todd ChamelinVALIC Financial Advisors, INC.
- Rebecca Robey, CFPStonebridge Financial Planning Group, LLC
- Carlton Stokes, CFPSchwab Wealth Advisory, INC.