David Dobin
David Dobin is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Berkeley Heights, NJ, with 25 years of industry experience. David 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
300 Connell Drive, Ste 3300, Berkeley Heights, NJ, 07922
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2013Other Business ActivitiesSells Insurance
David is an agent for non-securities insurance products since 2022, dedicating a few hours per week. He also occasionally answers surveys for gift cards and sells merchandise to support a colleague, both requiring minimal time.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Knight Securities, L.P.Broker
International Assets Advisory CorporationBroker
State Registrations15 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.