John French
John French is a CFP, ChFC-designated registered investment advisor at VALIC Financial Advisors, INC., based in Birmingham, AL, with 30 years of industry experience. John 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
3535 Grandview Parkway, Suite 200, Birmingham, AL, 35243
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2000Other Business ActivitiesSells Insurance
John manages a vacation rental property since 2017, dedicating minimal time. He also sells sports memorabilia and household items on eBay and unwanted items on Facebook Marketplace, and sells non-securities insurance products through AGIA, spending a few hours per week on this.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Southtrust Securities, INC.
Southtrust Securities, INC.Broker
Amsouth Investment Services, INC.Broker
Horace Mann Investors INCBroker
Allmerica Investments, INC.Broker
State Registrations6 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.