Doris Silva
Doris Silva is a registered investment advisor at VALIC Financial Advisors, INC., based in Addison, TX, with 27 years of industry experience. Doris 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
15305 Dallas Parkway, 12th Floor, Addison, TX, 75001
Get directionsHistory
Regulatory History
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
Doris is an agent selling non-securities insurance products, dedicating a few hours per week. She is also a board member of an HOA and co-owner of a nutrition business, both requiring minimal time.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
LPL Financial LLCBroker
Western Wealth Management LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Bbva Wealth Solutions INC.
Bbva Compass Investment Solutions, INCBroker
Bbva Compass Investment Solutions, INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Compass Brokerage, INC.Broker
Banc One Securities CorporationBroker
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.