CJ
CJ

Candace Johnson

3 Years of Experience
Houston, TX
2 DisclosuresBrokerSells Insurance

Candace Johnson is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 3 years of industry experience. Candace 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

2919 Allen Parkway, 9th FLOOR - RETIREMENT EDUCATION CENTER, Houston, TX, 77019

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History

Regulatory History (2)
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Judgment / Lien
November 2022
Criminal
December 2013
Final Disposition
Other Business ActivitiesSells Insurance

Candace 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.
May 2022 - Present · 4 yrs
VALIC Financial Advisors, INC.Broker
April 2022 - Present · 4 yrs 1 mo
State Registrations30 states
ALCACOCTDCDEFLGAILINLAMAMDMEMIMNMOMSNCNHNJNYOHPARISCTXVAVTWV
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.