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Larry Norman

6 Years of Experience
Birmingham, AL
BrokerSells Insurance

Larry Norman is a registered investment advisor at VALIC Financial Advisors, INC., based in Birmingham, AL, with 6 years of industry experience. Larry 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

3535 Grandview Parkway, Suite 200, Birmingham, AL, 35243

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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

Larry works as an agent for AGIA, selling non-securities insurance products, dedicating a few hours per week to this activity.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
April 2022 - Present · 4 yrs 3 mos
VALIC Financial Advisors, INC.Broker
April 2022 - Present · 4 yrs 3 mos
Previous Registrations
The Jeffrey Matthews Financial Group, L.L.C.Broker
August 2021 - April 2022 · 8 mos
Metlife Securities INC.Broker
January 2006 - December 2007 · 1 yr 11 mos
Metropolitan Life Insurance CompanyBroker
January 2006 - July 2007 · 1 yr 6 mos
State Registrations2 states
ALNM
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.