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Shane Hurst

24 Years of Experience
St. Louis, MO
2 DisclosuresBrokerSells Insurance

Shane Hurst is a registered investment advisor at VALIC Financial Advisors, INC., based in St. Louis, MO, with 24 years of industry experience. Shane 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

12312 Olive Boulevard, Suite 265, St. Louis, MO, 63141

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History

Regulatory History (2)
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Customer Dispute
October 2008
Settled
Employment Separation After Allegations
October 2007
Other Business ActivitiesSells Insurance

Shane receives trail income from Blue Cross Blue Shield of MO for business written years ago, requiring minimal time. He also sells non-securities insurance products through AGIA, dedicating a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
November 2009 - Present · 16 yrs 6 mos
VALIC Financial Advisors, INC.Broker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Metlife Securities INC.Broker
March 2008 - October 2009 · 1 yr 7 mos
Natcity Investments, INC.Broker
February 2008 - March 2008 · 1 mo
AXA Advisors, LLCBroker
June 2001 - October 2007 · 6 yrs 4 mos
State Registrations7 states
AZFLILINMOVAWA
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.