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Austin Bell

12 Years of Experience
Durham, NC
BrokerSells Insurance

Austin Bell is a registered investment advisor at VALIC Financial Advisors, INC., based in Durham, NC, with 12 years of industry experience. Austin 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

3211 Shannon Road, Suite 600, Durham, NC, 27707

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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

Austin coaches middle school golf at Asheville Christian Academy, dedicating minimal time. He is also an agent for AGIA, selling non-securities insurance products for a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
January 2015 - Present · 11 yrs 6 mos
VALIC Financial Advisors, INC.
January 2015 - Present · 11 yrs 6 mos
VALIC Financial Advisors, INC.Broker
January 2015 - Present · 11 yrs 6 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
February 2014 - January 2015 · 11 mos
Cambridge Investment Research, INC.Broker
February 2014 - January 2015 · 11 mos
Stratos Wealth Partners, LTD
June 2013 - February 2014 · 8 mos
LPL Financial LLCBroker
May 2013 - February 2014 · 9 mos
State Registrations21 states
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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.