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Timothy Perry

Advisor at Valic Financial Advisors

Updated today

Location

Ellisville, MS

Credentials

Series 66

About

Timothy Perry is a financial advisor at Valic Financial Advisors with a Series 66 designation and approximately two years of industry experience, including roles at Inman Jager Wealth Management and the University of Mississippi. He is based in Ellisville, MS. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing centralized technology and model solutions to manage approximately $29.2 billion in assets.

Client services

Based on Valic Financial Advisors

Financial planning Portfolio management Selection of other advisers Recommend wrap accounts to clients

Expertise

Based on Valic Financial Advisors

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

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Fee options

Fixed

Financial planning and consulting services available on a flat fee basis (specific amounts not stated)

Percentage

$0 - $250,000: 0.90% Advisory Fee, 0.63% Platform Fee, 0.08% - 0.60% Manager Fee $250,000 - $500,000: 0.75% Advisory Fee, 0.44% Platform Fee, 0.08% - 0.60% Manager Fee $500,000 - $1,000,000: 0.65% Advisory Fee, 0.32% Platform Fee, 0.08% - 0.60% Manager Fee $1,000,000 - $2,000,000: 0.55% Advisory Fee, 0.31% Platform Fee, 0.08% - 0.60% Manager Fee $2,000,000 - $5,000,000: 0.45% Advisory Fee, 0.30% Platform Fee, 0.08% - 0.60% Manager Fee $5,000,000 - $10,000,000: 0.35% Advisory Fee, 0.29% Platform Fee, 0.08% - 0.60% Manager Fee $10,000,000 - $25,000,000: 0.35% Advisory Fee, 0.27% Platform Fee, 0.08% - 0.60% Manager Fee $25,000,000+: 0.35% Advisory Fee, 0.25% Platform Fee, 0.08% - 0.60% Manager Fee

Commissions

Broker-dealer commissions available separately for brokerage accounts

Project-based

Financial planning and consulting services offered on hourly basis (specific rates not stated)

Subscriptions

Subscription basis financial planning available (specific amounts not stated)

Other

Account minimum: $250,000 Minimum fee: $150 annual minimum account fee assessed quarterly as $37.50 per quarter if quarterly fees do not meet this minimum Fee-only: Advisory fees only; no commissions for advisory services

Location

Ellisville, MS

Most active in

Mississippi

Work history

Valic Financial Advisors Inc

2026 - Present (1 year)

Unemployed

2025 - 2026 (1 year)

Inman Jager Wealth Management

2025 - 2025 (1 year)

University of Mississppi

2023 - 2025 (2 years)

Corner Market

2021 - 2022 (1 year)

Unemployed

2002 - 2021 (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

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Series 63, Series 66

Laurel, MS

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Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting
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ChFC®, Series 63

Laurel, MS

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Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting
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Retirement plans for business owners (SEP, solo 401k)
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Series 63, Series 65

Laurel, MS

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John M

Series 66

Laurel, MS

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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