Morgan Stanley
47yrs
Top advisor by experience in Mount Laurel
27yrs
Alan Fefer
Financial advisor at Valic Financial Advisors
Alan Fefer has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Mount Laurel, New Jersey. Alan joined Valic Financial Advisors in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 387 advisors with offices in Mount Laurel, and one of 372 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 17% by experience at Valic Financial Advisors
Office307 Fellowship Road Suite 205, Mount Laurel, NJ 08054
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$99,681
Advisors at the firm1,254
States licensed ?1 state
Services through Valic Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowValic Financial Advisors, Inc.Current firm
Contact Alan
(866) 544-4968Firm headquarters in Houston, TX. Ask for Alan. 307 Fellowship Road Suite 205Mount Laurel, NJ 08054Office · Get directions Firm websiteHTTP://WWW.VALIC.COM
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Questions to ask Alan
Tailored to Alan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Alan
How do I contact Alan?
Call Valic Financial Advisors at (866) 544-4968 and ask for Alan Fefer. Alan works from the Mount Laurel, NJ office.
How long has Alan been a financial advisor?
Alan has been in the industry since 1999, about 27 years. Top 17% by experience at Valic Financial Advisors.
What licenses does Alan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
Valic Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Alan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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