Tracy Lampman
Tracy Lampman is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Eugene, OR, with 27 years of industry experience. Tracy 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
488 East 11th Avenue, Suite 220 B, Eugene, OR, 97401
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Tracy is a limited liability partner in Corinthian Investments, LLC, which owns shares of other LLCs that own commercial property, and spends minimal time on it. Tracy also owns rental property and dedicates minimal time to maintenance, management, and bookkeeping, and is 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
The Variable Annuity Marketing CompanyBroker
State Registrations13 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.