Rollie Roberts
Rollie Roberts is a registered investment advisor at VALIC Financial Advisors, INC., based in Columbia, SC, with 25 years of industry experience. Rollie 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
3710 Landmark Drive, Suite 104,, Columbia, SC, 29204
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
Rollie is a silent partner in his wife's real estate business, Upstate Homes by Kimber LLC, and a 25% partner in 451 Cedar Creek LLC (DBA Lake Keowee Hideaway), a lake house intended to be a rental property. He also dedicates a few hours per week as an agent for AGIA, selling non-securities insurance products, and is a partner in Slygo LLC, a rental property partnership formed for estate reasons.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Fnb Brokerage Services, INC.Broker
Ffp Securities, INC.Broker
Fnb Brokerage Services, INC.Broker
New England SecuritiesBroker
Pruco Securities CorporationBroker
State Registrations11 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.