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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 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1254 advisors
IM Fee
Planning only
Assets Under Management
$29.2B

Fee Structure

Minimum Investment:None

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.
Annual Retainer:Up to $5,000/year
One-Time Plan:Up to $5,000
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Location

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

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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 6 mos
VALIC Financial Advisors, INC.
April 2018 - Present · 8 yrs 6 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.
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