Thomas Davis
Thomas Davis is a registered investment advisor at VALIC Financial Advisors, INC., based in Tallahassee,, FL, with 42 years of industry experience. Thomas 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
825 Thomasville Road, Tallahassee,, FL, 32303
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2019Other Business ActivitiesSells Insurance
Thomas is an agent for AGIA, selling non-securities insurance products. This activity requires a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
The Variable Annuity Marketing CompanyBroker
Benefitscorp Equities, INC.Broker
The Great-West Life Assurance CompanyBroker
Security First Financial, INC.Broker
Hereth, Orr & Jones, INC.Broker
State Registrations4 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.