CT
CT

Christopher Talbot

14 Years of Experience
Scottsdale, AZ
1 DisclosureBrokerSells Insurance

Christopher Talbot is a registered investment advisor at VALIC Financial Advisors, INC., based in Scottsdale, AZ, with 14 years of industry experience. Christopher 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
1254 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
Loading...

Location

15333 North Pima Road, Suite 235, Scottsdale, AZ, 85260

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2017
Settled
Other Business ActivitiesSells Insurance

Christopher owns rental property in Cave Creek, AZ, since 2018, spending minimal time managing it. He is also an agent for non-securities insurance products, dedicating a few hours per week to this activity.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
June 2012 - Present · 14 yrs 4 mos
VALIC Financial Advisors, INC.Broker
January 2012 - Present · 14 yrs 9 mos
State Registrations21 states
AZCACOGAIAIDINKYMIMNMOMTNCNMNVOHORTXUTVAWA
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.
More Advisors