SP
SP

Stuart Pipho

22 Years of Experience
Shreveport, LA
BrokerSells Insurance

Stuart Pipho is a registered investment advisor at VALIC Financial Advisors, INC., based in Shreveport, LA, with 22 years of industry experience. Stuart 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

7591 Fern Ave., Suite 1402, Shreveport, LA, 71105

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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

Stuart 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.
January 2017 - Present · 9 yrs 4 mos
VALIC Financial Advisors, INC.
November 2016 - Present · 9 yrs 6 mos
VALIC Financial Advisors, INC.Broker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Crews & Associates, INC.Broker
November 2007 - November 2016 · 9 yrs
Investment Centers of America, INC.
May 2006 - November 2007 · 1 yr 6 mos
Investment Centers of America, INC.Broker
April 2006 - November 2007 · 1 yr 7 mos
First Command Financial Planning, INC.
September 2005 - May 2006 · 8 mos
First Command Bank
January 2005 - September 2005 · 8 mos
First Command Financial Planning, INC.Broker
June 2003 - May 2006 · 2 yrs 11 mos
State Registrations7 states
ARIALAMOMSOKTX
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.