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Laurence Dunlap

VALIC Financial Advisors, INC.
28 Years of Experience
Independence, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
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Laurence Dunlap is a registered investment advisor at VALIC Financial Advisors, INC., based in Independence, OH, with 28 years of industry experience. Laurence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 293,026 clients with $29B in assets under management.

VALIC Financial Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1254 advisors
IM Fee
Planning only
Assets Under Management
$29.2B

Fee Structure

Minimum Investment:None

VALIC Financial Advisors offers ongoing subscription-based financial planning services that renew annually and include periodic updates to your financial plan as your needs or life events change.

  • One-time financial plan — Up to $5,000 annually, customized to your financial situation and goals.
  • Project-based consulting services — Up to $7,500 annually for specific financial consulting projects.
  • Combined plan and consulting services — Total combined fee will not exceed $10,000 annually.
Annual Retainer:Up to $5,000/year
One-Time Plan:Up to $5,000
View Full SEC Brochure

Location

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

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History

Regulatory History (1)
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Customer Dispute
December 2000
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Laurence is a managing member of Bull and Bear Enterprises, LLC for accounting purposes. He is also an agent for AGIA selling non-securities insurance products, dedicating a few hours per week, and receives minimal residual commission as an LTC agent for Genworth LTC.

Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
May 2018 - Present · 8 yrs 5 mos
VALIC Financial Advisors, INC.
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Lincoln Financial Advisors Corporation
December 2016 - January 2018 · 1 yr 1 mo
Lincoln Financial Advisors CorporationBroker
November 2016 - January 2018 · 1 yr 2 mos
LPL Financial LLC
May 2001 - June 2011 · 10 yrs 1 mo
LPL Financial LLCBroker
April 2001 - December 2011 · 10 yrs 8 mos
Edward JonesBroker
May 1994 - April 2001 · 6 yrs 11 mos
Everen Securities, INC.Broker
October 1992 - April 1994 · 1 yr 6 mos
State Registrations3 states
INOHPA
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.
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