JG
JG
John Gray
26 Years of Experience
Novi, MI
1 DisclosureBrokerSells Insurance
John Gray is a registered investment advisor at VALIC Financial Advisors, INC., based in Novi, MI, with 26 years of industry experience. John 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
39555 Orchard Hill Place, Suite 600, Novi, MI, 48375
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2012Denied
Other Business ActivitiesSells Insurance
John is an agent for AGIA, selling non-securities insurance products. This takes a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
May 2010 - Present · 16 yrs
VALIC Financial Advisors, INC.Broker
August 2000 - Present · 25 yrs 9 mos
Previous Registrations
The Variable Annuity Marketing CompanyBroker
August 2000 - December 2001 · 1 yr 4 mos
American General Financial Advisors, INC.Broker
July 1999 - January 2000 · 6 mos
The Variable Annuity Marketing CompanyBroker
July 1999 - January 2000 · 6 mos
State Registrations10 states
AZCACOCTFLILKYMIOHSC
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.