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 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
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.