Garfield Davidson
Garfield Davidson is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 19 years of industry experience. Garfield 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
2919 Allen Parkway, L3-20, Houston, TX, 77019-2158
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2008Other Business Activities
Garfield is a partner in two rental properties, one for family and one rented to tenants, since 2020. He spends minimal time coordinating with contractors for these properties.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Nylife Securities LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations8 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.