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Nicolas Bazarevitsch

VALIC Financial Advisors, INC.
26 Years of Experience
Glendale, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Nicolas Bazarevitsch is a registered investment advisor at VALIC Financial Advisors, INC., based in Glendale, CA, with 26 years of industry experience. Nicolas 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

450 North Brand Blvd., Suite 600, Glendale, CA, 91203

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2023
Judgment / Lien
April 2018
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Nicolas is an agent for AGIA, selling non-securities insurance products. This activity requires a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
December 2013 - Present · 12 yrs 10 mos
VALIC Financial Advisors, INC.Broker
December 2013 - Present · 12 yrs 10 mos
Previous Registrations
Genworth Financial Wealth Management, INC.
January 2011 - September 2012 · 1 yr 8 mos
Capital Brokerage CorporationBroker
May 2010 - September 2012 · 2 yrs 4 mos
Sunamerica Capital Services, INC.Broker
May 1998 - April 2009 · 10 yrs 11 mos
Chatfield Dean & CO., INC.Broker
August 1995 - December 1995 · 4 mos
State Registrations3 states
AZCANV
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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