Alan Pamintuan
Alan Pamintuan is a registered investment advisor at VALIC Financial Advisors, INC., based in Chula Vista, CA, with 25 years of industry experience. Alan 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
Chula Vista, CA
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.
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 Registrations1 state
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.