DB
CFP
DB
CFP

Douglas Bridges

24 Years of Experience
Greensboro, NC
BrokerSells Insurance

Douglas Bridges is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Greensboro, NC, with 24 years of industry experience. Douglas 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1254 advisors
IM Fee
Planning only
Assets Under Management
$29.2B

Fee Structure

Minimum Investment:None

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.
Annual Retainer:Up to $5,000/year
One-Time Plan:Up to $5,000
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Location

7029 Albert Pick Road, Suite 206, Greensboro, NC, 27409

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Douglas works as an agent for AGIA selling non-securities insurance products since 2022, dedicating a few hours per week. This activity is not investment-related.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
July 2006 - Present · 20 yrs 3 mos
VALIC Financial Advisors, INC.Broker
July 2006 - Present · 20 yrs 3 mos
VALIC Financial Advisors, INC.
July 2006 - Present · 20 yrs 3 mos
Previous Registrations
First Command Financial Planning, INC.
September 2005 - July 2006 · 10 mos
First Command Financial Planning, INC.Broker
May 2005 - July 2006 · 1 yr 2 mos
First Command Bank
May 2005 - September 2005 · 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2004 - May 2005 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2003 - May 2005 · 1 yr 7 mos
Jefferson Pilot Securities CorporationBroker
July 2003 - October 2003 · 3 mos
New England SecuritiesBroker
February 2002 - July 2003 · 1 yr 5 mos
New England SecuritiesBroker
October 2001 - January 2002 · 3 mos
State Registrations11 states
ALARCOFLGAILLANCSCTNVA
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.
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