Trecia Scribner
Trecia Scribner is a registered investment advisor at VALIC Financial Advisors, INC., based in Novi, MI, with 33 years of industry experience. Trecia 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
39555 Orchard Hill Place, Suite 600, Novi, MI, 48375
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Trecia is an agent for AGIA, selling non-securities insurance products since 2022, and spends a few hours per week on this. She also coaches junior varsity volleyball and a club team, dedicating a few hours per week to this activity.
Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Previous Registrations
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Bestvest Investments, LTD.Broker
Mutual Service CorporationBroker
Mariner Financial Services, INC.Broker
Portfolio Asset Mgt/usa Financial Group INC.Broker
USA Financial Group, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
State Registrations1 state
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.