TC
TC

Thomas Chambers

35 Years of Experience
Williamsville, NY
BrokerSells Insurance

Thomas Chambers is a registered investment advisor at VALIC Financial Advisors, INC., based in Williamsville, NY, with 35 years of industry experience. Thomas 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
Loading...

Location

52 South Union, Suite 101, Williamsville, NY, 14221

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Thomas is an agent for AGIA, selling non-securities insurance products. This activity requires a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
February 2008 - Present · 18 yrs 3 mos
VALIC Financial Advisors, INC.
February 2008 - Present · 18 yrs 3 mos
VALIC Financial Advisors, INC.Broker
February 2008 - Present · 18 yrs 3 mos
Previous Registrations
Princor Financial Services CorporationBroker
January 2008 - February 2008 · 1 mo
Granite Securities, LLCBroker
April 2001 - December 2007 · 6 yrs 8 mos
Signator Investors, INC.Broker
June 1990 - December 2000 · 10 yrs 6 mos
John Hancock Mutual Life Insurance CompanyBroker
June 1990 - May 1997 · 6 yrs 11 mos
State Registrations13 states
CACTDEFLILMANCNJNYOHOKVAVT
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.