Elton Thomas
Elton Thomas is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Shreveport, LA, with 24 years of industry experience. Elton 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
7591 Fern Ave., Suite 1402, Shreveport, LA, 71105
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2013Customer Dispute
March 2012Other Business ActivitiesSells Insurance
Elton serves on the finance committee for First United Methodist Church, spending minimal time reviewing financial statements. He also assists with his wife's Airbnb rental, dedicating minimal time to home improvements and maintenance, and is an agent for AGIA selling non-securities insurance products, spending a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
State Farm Vp Management CORP.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations6 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.