HM
PFS
HM
PFS

Howard Meyers

30 Years of Experience
Novi, MI
BrokerSells Insurance

Howard Meyers is a PFS-designated registered investment advisor at VALIC Financial Advisors, INC., based in Novi, MI, with 30 years of industry experience. Howard 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

39555 Orchard Hill Place, Suite 600, Novi, MI, 48375

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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

Howard works as an agent for AGIA selling non-securities insurance products. This requires a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
July 2010 - Present · 16 yrs
VALIC Financial Advisors, INC.Broker
November 2000 - Present · 25 yrs 8 mos
Previous Registrations
The Variable Annuity Marketing CompanyBroker
November 2000 - December 2001 · 1 yr 1 mo
Fsc Securities CorporationBroker
August 2000 - September 2000 · 1 mo
Linsco/private Ledger CORP.Broker
December 1996 - November 1997 · 11 mos
Princor Financial Services CorporationBroker
February 1996 - December 1996 · 10 mos
Mimlic Sales CorporationBroker
August 1992 - January 1996 · 3 yrs 5 mos
State Registrations9 states
CAFLMAMIMONYOHTXWA
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.
Howard Meyers - Financial Advisor | TrueAdvisor