Renee Coil
Renee Coil is a registered investment advisor at VALIC Financial Advisors, INC., based in Columbus, OH, with 26 years of industry experience. Renee 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
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.
Location
8050 North High Street, Suite 130, Columbus, OH, 43235
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2012Regulatory
July 2010Customer Dispute
December 2009Customer Dispute
July 2009Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Renee works as an agent for AGIA selling non-securities insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Allstate Financial Services, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.
Exams
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