SH
CFP
SH
CFP

Scott Hall

23 Years of Experience
Linthicum Heights, MD
BrokerSells Insurance

Scott Hall is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Linthicum Heights, MD, with 23 years of industry experience. Scott 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1254 advisors
IM Fee
Planning only
Assets Under Management
$29.2B

Fee Structure

Minimum Investment:None

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.
Annual Retainer:Up to $5,000/year
One-Time Plan:Up to $5,000
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Location

1201 Winterson Road, Suite 130, Linthicum Heights, MD, 21090

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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

Scott holds a private mortgage and collects loan payments, dedicating minimal time to this activity. He is also an agent for AGIA selling non-securities insurance products, spending a few hours per week on this.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
January 2008 - Present · 18 yrs 9 mos
VALIC Financial Advisors, INC.Broker
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
Financial West GroupBroker
February 2006 - December 2007 · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
January 2005 - January 2006 · 1 yr
H.D. Vest Investment Securities, INC.Broker
August 1999 - March 2001 · 1 yr 7 mos
State Registrations21 states
AZCACODCDEFLKYLAMAMDMEMSNCOHORPASCSDTXVAWV
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.
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