David Mills
David Mills is a registered investment advisor at VALIC Financial Advisors, INC., based in Baton Rouge, LA, with 29 years of industry experience. David 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
8545 United Plaza Boulevard, Suite 220, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2013Customer Dispute
September 2004Customer Dispute
September 2003Other Business ActivitiesSells Insurance
David is an agent selling non-securities insurance products, dedicating a few hours per week. He also owns rental property, requiring minimal time for maintenance coordination.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Ids Life Insurance CompanyBroker
American Express Financial Advisors 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.