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Nahed Alsous

22 Years of Experience
Durham, NC
1 DisclosureBrokerSells Insurance

Nahed Alsous is a registered investment advisor at VALIC Financial Advisors, INC., based in Durham, NC, with 22 years of industry experience. Nahed 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

3211 Shannon Road, Suite 600, Durham, NC, 27707

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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
January 2020
Settled
Other Business ActivitiesSells Insurance

Nahed works as an agent for AGIA selling non-securities insurance products. This activity requires a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
January 2004 - Present · 22 yrs 4 mos
VALIC Financial Advisors, INC.Broker
May 2003 - Present · 23 yrs
State Registrations20 states
ALAZDCFLGAILKYLAMDMEMIMTNCNYOHORPASCTXVA
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.