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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 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

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

Get directions

History

Regulatory History (1)
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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 · 13 yrs 11 mos
VALIC Financial Advisors, INC.Broker
January 2012 - Present · 14 yrs 4 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.
Christopher Talbot - Financial Advisor | TrueAdvisor