TC
TC

Timothy Collins

25 Years of Experience
Anchorage, AK
BrokerSells Insurance

Timothy Collins is a registered investment advisor at VALIC Financial Advisors, INC., based in Anchorage, AK, with 25 years of industry experience. Timothy 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

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.
One-Time Plan:Up to $5,000
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Location

1577 C Street, Suite 204-F, Anchorage, AK, 99501

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Timothy works as an agent for AGIA, selling non-securities insurance products. This takes a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
September 2016 - Present · 9 yrs 8 mos
VALIC Financial Advisors, INC.Broker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Gwfs Equities, INC.Broker
March 2015 - April 2015 · 1 mo
Allstate Financial Services, LLCBroker
December 2004 - March 2006 · 1 yr 3 mos
Metropolitan Life Insurance CompanyBroker
October 2000 - July 2003 · 2 yrs 9 mos
Metlife Securities INC.Broker
October 2000 - July 2003 · 2 yrs 9 mos
Mony Securities CorporationBroker
March 2000 - October 2000 · 7 mos
Aetna Investment Services, INC.Broker
October 1993 - March 2000 · 6 yrs 5 mos
Aetna Life Insurance and Annuity CompanyBroker
February 1989 - October 1993 · 4 yrs 8 mos
State Registrations7 states
AKCOIDLAMANVOR
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.