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William Hanner

VALIC Financial Advisors, INC.
38 Years of Experience
Greensboro, NC
1 DisclosureBrokerSells Insurance
View SEC Summary
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William Hanner is a registered investment advisor at VALIC Financial Advisors, INC., based in Greensboro, NC, with 38 years of industry experience. William 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.

VALIC Financial Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1254 advisors
IM Fee
Planning only
Assets Under Management
$29.2B

Fee Structure

Minimum Investment:None

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.
Annual Retainer:Up to $5,000/year
One-Time Plan:Up to $5,000
View Full SEC Brochure

Location

2400 W. Friendly Avenue, Greensboro, NC, 27403

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William is an agent for AGIA selling non-securities insurance products since 2022, dedicating a few hours per week. This activity is not investment-related.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
May 2005 - Present · 21 yrs 5 mos
VALIC Financial Advisors, INC.Broker
July 2003 - Present · 23 yrs 3 mos
Previous Registrations
Princor Financial Services CorporationBroker
April 2002 - July 2003 · 1 yr 3 mos
Princor Financial Services CorporationBroker
March 1995 - February 2002 · 6 yrs 11 mos
Pml Securities CompanyBroker
January 1988 - March 1995 · 7 yrs 2 mos
State Registrations3 states
NCSCVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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