MT
CFP · ChFC
MT
CFP · ChFC

Marie Turino

24 Years of Experience
Mount Laurel, NJ
1 DisclosureBrokerSells Insurance

Marie Turino is a CFP, ChFC-designated registered investment advisor at VALIC Financial Advisors, INC., based in Mount Laurel, NJ, with 24 years of industry experience. Marie 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 2020
Settled
Other Business ActivitiesSells Insurance

Marie works as an agent for AGIA selling non-securities insurance products. This takes a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
May 2019 - Present · 7 yrs
VALIC Financial Advisors, INC.Broker
May 2019 - Present · 7 yrs
Previous Registrations
Advice and Planning Services
August 2014 - April 2019 · 4 yrs 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2014 - April 2019 · 4 yrs 8 mos
Nationwide Investment Advisors, LLC
March 2008 - August 2014 · 6 yrs 5 mos
Nationwide Investment Services CorporationBroker
April 2003 - August 2014 · 11 yrs 4 mos
Citistreet Equities LLCBroker
February 2001 - April 2003 · 2 yrs 2 mos
State Registrations6 states
CTFLNCNJNYPA
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.