RA
RA

Ryan Amos

27 Years of Experience
Yakima, WA
BrokerSells Insurance

Ryan Amos is a registered investment advisor at VALIC Financial Advisors, INC., based in Yakima, WA, with 27 years of industry experience. Ryan 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
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Location

3216-D Fruitvale Boulevard, Yakima, WA, 98902

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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.

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Other Business ActivitiesSells Insurance

Ryan works as 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.
May 2004 - Present · 22 yrs
VALIC Financial Advisors, INC.Broker
April 2000 - Present · 26 yrs 1 mo
Previous Registrations
The Variable Annuity Marketing CompanyBroker
April 2000 - December 2001 · 1 yr 8 mos
Aon Securities CorporationBroker
December 1998 - June 2000 · 1 yr 6 mos
Godwins Securities, INC.Broker
December 1998 - December 1998 · 0 mos
State Registrations5 states
AKAZKSORWA
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.
Ryan Amos - Financial Advisor | TrueAdvisor