RB
RB

Robert Browning

17 Years of Experience
Ridgeland, MS
1 DisclosureBrokerSells Insurance

Robert Browning is a registered investment advisor at VALIC Financial Advisors, INC., based in Ridgeland, MS, with 17 years of industry experience. Robert 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

113 West Jackson Street, Suite 2A, Ridgeland, MS, 39157

Get directions

History

Regulatory History (1)
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Judgment / Lien
April 2019
Other Business ActivitiesSells Insurance

Robert is an agent for AGIA selling non-securities insurance products, spending a few hours per week. He also works as a consultant for Browning Real Estate LLC, negotiating property management contracts for minimal time.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
November 2015 - Present · 10 yrs 6 mos
VALIC Financial Advisors, INC.Broker
May 2015 - Present · 11 yrs
Previous Registrations
Allstate Financial Services, LLCBroker
September 2013 - May 2015 · 1 yr 8 mos
Southern Farm Bureau Fund Distributor, INC.Broker
June 2007 - December 2009 · 2 yrs 6 mos
Prudential Financial Planning Services
February 2001 - February 2003 · 2 yrs
Pruco Securities CorporationBroker
May 2000 - February 2003 · 2 yrs 9 mos
State Registrations4 states
ALLAMSTX
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.