RC
RC

Richard Cinalli

34 Years of Experience
Independence, OH
BrokerSells Insurance

Richard Cinalli is a registered investment advisor at VALIC Financial Advisors, INC., based in Independence, OH, with 34 years of industry experience. Richard 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

Two Summit Park Drive, Suite 500, Independence, OH, 44131

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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

Richard is the head hockey coach for Nordonia High School, dedicating minimal time to this role. He is also an agent for AGIA, selling non-securities insurance products for a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
June 2002 - Present · 23 yrs 11 mos
VALIC Financial Advisors, INC.Broker
August 2000 - Present · 25 yrs 9 mos
Previous Registrations
The Variable Annuity Marketing CompanyBroker
August 2000 - December 2001 · 1 yr 4 mos
Aetna Investment Services, INC.Broker
March 2000 - July 2000 · 4 mos
American General Financial Advisors, INC.Broker
October 1997 - March 2000 · 2 yrs 5 mos
The Variable Annuity Marketing CompanyBroker
September 1991 - March 2000 · 8 yrs 6 mos
State Registrations4 states
FLNMOHPA
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.
Richard Cinalli - Financial Advisor | TrueAdvisor