CJ
CJ

Candace Johnson

4 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance

Candace Johnson is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 4 years of industry experience. Candace 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
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Location

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

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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.
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 5 mos
VALIC Financial Advisors, INC.Broker
April 2022 - Present · 4 yrs 6 mos
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.
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