CM
CM

Christopher Mariconda

1 Year of Experience
Oklahoma City, OK
BrokerSells Insurance

Christopher Mariconda is a registered investment advisor at VALIC Financial Advisors, INC., based in Oklahoma City, OK, with 1 years of industry experience. Christopher 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
Loading...

Location

100 NE 5th Street, 1st Floor, Oklahoma City, OK, 73104

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Christopher is an agent for AGIA, selling non-securities insurance products since August 2024. This activity requires a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
November 2024 - Present · 1 yr 6 mos
VALIC Financial Advisors, INC.Broker
September 2024 - Present · 1 yr 8 mos
State Registrations3 states
AROKTX
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.