Robert Petrillo
Robert Petrillo is a registered investment advisor at VALIC Financial Advisors, INC., based in Tampa, FL, with 33 years of industry experience. Robert 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
4300 West Cypress Street, Suite 425, Tampa, FL, 33607
Get directionsHistory
Regulatory History (2)
Regulatory
May 1994Regulatory
December 1989Other Business ActivitiesSells Insurance
Robert is the president of a Home Owners Association, dedicating minimal time. He is also an agent for AGIA, selling non-securities insurance products, which takes a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
M&t Securities, INC.Broker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
H.J. Meyers & CO., INC.Broker
Northeast Securities, INC.Broker
Vision Investment Group, INC.Broker
Investors Associates, INC.Broker
New England SecuritiesBroker
New England SecuritiesBroker
Monarch Securities, INC.Broker
Great Lakes Equities CO.Broker
Princeton Financial Group, INC.Broker
Power Securities CorporationBroker
State Registrations13 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.