Todd Chamelin
Todd Chamelin is a registered investment advisor at VALIC Financial Advisors, INC., based in Orlando, FL, with 26 years of industry experience. Todd 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
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.
Location
3505 Lake Lynda Drive, Suite 200, Orlando, FL, 32817
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2009Other Business ActivitiesSells Insurance
Todd works as an agent for AGIA selling non-securities insurance products. This takes a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Symetra Investment Services, INC.Broker
First Allied Securities, INC.Broker
Conseco Securities, INC.Broker
State Registrations7 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.
Exams
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