Garfield Davidson
Garfield Davidson is a registered investment advisor at VALIC Financial Advisors, INC., based in Attleboro, MA, with 19 years of industry experience. Garfield 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
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.
Location
Attleboro, MA
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.
Exams
More Advisors
- Stephen Benevento, CFPEquitable Advisors, LLC
- Liam Timmons, CFPTimmons Wealth Management
- Diane Graca, CFPOsaic Wealth, INC.
- Carl Begin, CFP, ChFCBristol Wealth Group