CB
CB

Christine Bone

29 Years of Experience
Columbus, GA
BrokerSells Insurance

Christine Bone is a registered investment advisor at VALIC Financial Advisors, INC., based in Columbus, GA, with 29 years of industry experience. Christine 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
Loading...

Location

Columbus, GA

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christine is involved with several non-investment related organizations, including Girls Incorporated, St. Luke United Methodist Church, and Twin Cedars Youth and Family Services, dedicating a few hours per week to these activities. She also works as a notary and sells non-securities insurance products through AGIA, dedicating a few hours per week to each.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
May 2003 - Present · 23 yrs
VALIC Financial Advisors, INC.
February 1999 - Present · 27 yrs 3 mos
VALIC Financial Advisors, INC.Broker
February 1999 - Present · 27 yrs 3 mos
Previous Registrations
The Variable Annuity Marketing CompanyBroker
February 1997 - December 2001 · 4 yrs 10 mos
State Registrations8 states
ALFLGAMONCSCTNVA
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.