AC
CFP
AC
CFP

Amber Cornwell

19 Years of Experience
Greensboro, NC
BrokerSells Insurance

Amber Cornwell is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Greensboro, NC, with 19 years of industry experience. Amber 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1252 advisors
IM Fee
Planning only
Assets Under Management
$29.2B

Fee Structure

Minimum Investment:None

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.
Annual Retainer:Up to $5,000/year
One-Time Plan:Up to $5,000
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Location

7029 Albert Pick Road, Suite 206, Greensboro, NC, 27409

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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

Amber works as an agent for AGIA, selling non-securities insurance products, dedicating a few hours per week to this activity.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
December 2011 - Present · 14 yrs 10 mos
VALIC Financial Advisors, INC.Broker
July 2011 - Present · 15 yrs 3 mos
Previous Registrations
Intercarolina Financial Services, INC.Broker
September 2007 - July 2011 · 3 yrs 10 mos
State Registrations8 states
CAGAMNNCPASCVAWI
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.
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