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Barbara Rayll

23 Years of Experience
Houston, TX
Broker

Barbara Rayll is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 23 years of industry experience. Barbara 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

2919 Allen Parkway, L3-20, Houston, TX, 77019-2158

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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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Employment History
Current Registrations
VALIC Financial Advisors, INC.
November 2016 - Present · 9 yrs 8 mos
VALIC Financial Advisors, INC.
November 2016 - Present · 9 yrs 8 mos
VALIC Financial Advisors, INC.Broker
November 2016 - Present · 9 yrs 8 mos
Previous Registrations
Lincoln Financial Advisors CorporationBroker
November 2009 - September 2016 · 6 yrs 10 mos
Lincoln Financial Advisors Corporation
November 2009 - September 2016 · 6 yrs 10 mos
Lincoln Financial Distributors, INC.
June 2007 - November 2009 · 2 yrs 5 mos
Lincoln Financial Distributors, INC.Broker
May 2007 - November 2009 · 2 yrs 6 mos
Lincoln Financial Advisors Corporation
September 2004 - May 2007 · 2 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
September 2004 - May 2007 · 2 yrs 8 mos
The Lincoln National Life Insurance CompanyBroker
September 2004 - May 2007 · 2 yrs 8 mos
Delaware Distributors, L.P.Broker
January 2004 - September 2004 · 8 mos
Lincoln Financial Advisors Corporation
October 2002 - September 2003 · 11 mos
The Lincoln National Life Insurance CompanyBroker
September 2002 - September 2003 · 1 yr
Lincoln Financial Advisors CorporationBroker
September 2002 - September 2003 · 1 yr
State Registrations2 states
OKTX
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.