Laurence Dunlap
Laurence Dunlap is a registered investment advisor at VALIC Financial Advisors, INC., based in Independence, OH, with 28 years of industry experience. Laurence 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
Two Summit Park Drive, Suite 500, Independence, OH, 44131
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2000Other 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
VALIC Financial Advisors, INC.
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
Edward JonesBroker
Everen Securities, INC.Broker
State Registrations3 states
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.