CO
CO

Chigozie Orieh

11 Years of Experience
Atlanta, GA
BrokerSells Insurance

Chigozie Orieh is a registered investment advisor at VALIC Financial Advisors, INC., based in Atlanta, GA, with 11 years of industry experience. Chigozie 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

2300 Windy Ridge Parkway S.E., Suite 240 S, Atlanta, GA, 30339

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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

Chigozie is involved in several business activities, including reselling items on eBay, co-owning a clothing brand, working as a real estate agent for EXP Realty and Real Broker, and co-owning Black Star Equity Group LLC to manage real estate proceeds. He also works as an agent for AGIA selling non-securities insurance products, dedicating a few hours per week to this.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
October 2017 - Present · 8 yrs 7 mos
VALIC Financial Advisors, INC.Broker
April 2014 - Present · 12 yrs 1 mo
State Registrations21 states
ALCACOFLGAKSKYMDMIMSNCNYOHORPASCTXVAVTWAWV
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.
Chigozie Orieh - Financial Advisor | TrueAdvisor