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Darin Lusch

3 Years of Experience
Allentown, PA
BrokerSells Insurance

Darin Lusch is a registered investment advisor at VALIC Financial Advisors, INC., based in Allentown, PA, with 3 years of industry experience. Darin 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

4905 W Tilghman, Suite 300, Allentown, PA, 18104

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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

Darin is the treasurer for the Troxell Reunion, providing services once a year. 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.
July 2022 - Present · 3 yrs 10 mos
VALIC Financial Advisors, INC.Broker
June 2022 - Present · 3 yrs 11 mos
State Registrations12 states
DEFLKYMDMINCNJNYPASCTXVA
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.
Darin Lusch - Financial Advisor | TrueAdvisor