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Christopher Lauver

25 Years of Experience
Mount Laurel, NJ
1 DisclosureBrokerSells Insurance

Christopher Lauver is a registered investment advisor at VALIC Financial Advisors, INC., based in Mount Laurel, NJ, with 25 years of industry experience. Christopher 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

307 Fellowship Road, Suite 205, Mount Laurel, NJ, 08054

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2018
Settled
Other Business ActivitiesSells Insurance

Christopher is an agent for AGIA, selling non-securities insurance products. This takes a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
April 2018 - Present · 8 yrs 3 mos
VALIC Financial Advisors, INC.
April 2018 - Present · 8 yrs 3 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2012 - March 2018 · 5 yrs 6 mos
Advice and Planning Services
September 2012 - March 2018 · 5 yrs 6 mos
VALIC Financial Advisors, INC.Broker
June 2008 - September 2012 · 4 yrs 3 mos
VALIC Financial Advisors, INC.
June 2008 - September 2012 · 4 yrs 3 mos
Lincoln Financial Distributors, INC.
August 2003 - June 2008 · 4 yrs 10 mos
Lincoln Financial Distributors, INC.Broker
August 2003 - June 2008 · 4 yrs 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2002 - October 2003 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2001 - October 2003 · 2 yrs 6 mos
Datek Online Brokerage Services LLCBroker
November 2000 - February 2001 · 3 mos
State Registrations10 states
CADEFLMAMDMENJNYPATX
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.