AR
CFP
AR
CFP

Alexander Rauch

16 Years of Experience
Duluth, GA
BrokerSells Insurance

Alexander Rauch is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Duluth, GA, with 16 years of industry experience. Alexander 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

2180 Satellite Boulevard, Suite 400, Duluth, GA, 30097

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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

Alexander works as an agent for AGIA, selling non-securities insurance products. This takes a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
November 2019 - Present · 6 yrs 8 mos
VALIC Financial Advisors, INC.Broker
September 2019 - Present · 6 yrs 10 mos
Previous Registrations
Lincoln Financial Advisors CorporationBroker
April 2011 - September 2019 · 8 yrs 5 mos
Lincoln Financial Distributors, INC.Broker
January 2010 - May 2011 · 1 yr 4 mos
State Registrations8 states
ALFLGAINNCSCTNVA
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.
Alexander Rauch - Financial Advisor | TrueAdvisor