Alan Pamintuan
Alan Pamintuan is a registered investment advisor at VALIC Financial Advisors, INC., based in San Diego, CA, with 25 years of industry experience. Alan 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
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.
Location
2650 Camino Del Rio North, Ste 100, San Diego, CA, 92108
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alan is an insurance agent at Forthright Capital Partners, LLC, spending about half his time soliciting life insurance and fixed annuity products. He is also the single member owner and president of AP Capital Advisory Group LLC, focusing on real estate investment properties and dedicating minimal time to this.
Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Previous Registrations
Forthright Capital Advisory
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
State Registrations5 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.
Exams
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