Ronald Philbrick
Ronald Philbrick is a registered investment advisor at VALIC Financial Advisors, INC., based in Greensboro, NC, with 27 years of industry experience. Ronald 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
7029 Albert Pick Road, Suite 206, Greensboro, NC, 27409
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2016Other Business ActivitiesSells Insurance
Ronald sells items on eBay and Amazon, and serves as a Healthcare Power of Attorney for his in-laws. He also works as an agent for AGIA selling non-securities insurance products for a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Tiaa-Cref Advice and Planning Services
Next Financial Group, INC.
Next Financial Group, INC.Broker
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Financial Network Investment CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 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.