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Ralph Robbins

27 Years of Experience
Gainesville, FL
BrokerSells Insurance

Ralph Robbins is a registered investment advisor at VALIC Financial Advisors, INC., based in Gainesville, FL, with 27 years of industry experience. Ralph 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

2114 N.W. 40th Terrace, Suite B-1, Gainesville, FL, 32605

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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

Ralph is an agent for AGIA, selling non-securities insurance products. This takes a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
May 1999 - Present · 27 yrs
VALIC Financial Advisors, INC.Broker
May 1999 - Present · 27 yrs
Previous Registrations
The Variable Annuity Marketing CompanyBroker
September 2000 - December 2001 · 1 yr 3 mos
Public Employees Equities Services CompanyBroker
June 1999 - March 2000 · 9 mos
Public Employees Equities Services CompanyBroker
May 1999 - May 1999 · 0 mos
Metlife Securities INC.Broker
December 1998 - May 1999 · 5 mos
Metropolitan Life Insurance CompanyBroker
December 1998 - May 1999 · 5 mos
Pruco Securities CorporationBroker
January 1991 - June 1991 · 5 mos
The Prudential Insurance Company of AmericaBroker
January 1991 - June 1991 · 5 mos
State Registrations6 states
ALCAFLGAMNTN
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.