Leotha Thurman
Leotha Thurman is a registered investment advisor at VALIC Financial Advisors, INC., based in Modesto, CA, with 41 years of industry experience. Leotha 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
1150 9th Street, Suite 1212, Modesto, CA, 95354
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Leotha serves as a trustee on the Trinity Baptist Church board, managing finances and handling deposits, dedicating minimal time. Leotha is also an agent for AGIA, selling non-securities insurance products, spending a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
American General Financial Advisors, INC.
Charles Schwab & CO., INC.Broker
Prudential Investment Management Services LLCBroker
Pruco Securities CorporationBroker
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.