James Brown
James Brown is a registered investment advisor at VALIC Financial Advisors, INC., based in Linthicum Heights, MD, with 35 years of industry experience. James 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
1201 Winterson Road, Suite 130, Linthicum Heights, MD, 21090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Cuso Financial Services, L.P.Broker
Sorrento Pacific Financial, LLCBroker
Sorrento Pacific Financial, LLC
Cuso Financial Services, L.P.
Next Financial Group, INC.Broker
Next Financial Group, INC.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
American General Securities Incorporated
American General Securities IncorporatedBroker
Manulife Wood Logan, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
The Advisors Group, INC.Broker
State Registrations1 state
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