JK
JK

Joyce Krinsky

25 Years of Experience
Atlanta, GA
BrokerSells Insurance

Joyce Krinsky is a registered investment advisor at VALIC Financial Advisors, INC., based in Atlanta, GA, with 25 years of industry experience. Joyce 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

2300 Windy Ridge Parkway S.E., Suite 240 S, Atlanta, GA, 30339

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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

Joyce is a notary since 2009, dedicating minimal time and not charging for the service. She is also an agent for AGIA, selling non-securities insurance products, which takes a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
May 2013 - Present · 13 yrs 4 mos
VALIC Financial Advisors, INC.Broker
May 2013 - Present · 13 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, INC.
March 2012 - June 2013 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
November 2011 - June 2013 · 1 yr 7 mos
Wells Fargo Advisors, LLCBroker
October 2007 - January 2010 · 2 yrs 3 mos
Banc of America Investment Services, INC.
February 2006 - September 2007 · 1 yr 7 mos
Banc of America Investment Services, INC.Broker
February 2006 - September 2007 · 1 yr 7 mos
Legend Advisory CORP
December 2004 - November 2005 · 11 mos
Legend Equities CorporationBroker
October 2003 - November 2005 · 2 yrs 1 mo
Cadaret, Grant & CO., INC.Broker
April 2000 - December 2002 · 2 yrs 8 mos
Copeland Equities LLCBroker
November 1997 - April 2000 · 2 yrs 5 mos
State Registrations20 states
ALAZCACOCTDEFLGAMNNCNJNMNYSCTNTXUTVAVTWI
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.