John Dakin has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Portland, Oregon. After a year at MSI Financial Services and a year at Merrill, John joined Valic Financial Advisors in 2018, a firm offering financial planning, investment management, and selecting outside investment managers. John holds the CFP® designation.
One of 1175 advisors with offices in Portland, and one of 1075 fiduciaries.
At a glance
Services through Valic Financial Advisors
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowValic Financial Advisors, Inc.Current firm
- Nov 2015 – Mar 2017MSI Financial Services, Inc.Previously
- 2007 – 2015Valic Financial Advisors, Inc.Previously
- Oct 2004 – Nov 2005MerrillPreviously
Contact John
(866) 544-4968Firm headquarters in Houston, TX. Ask for John. 1800 S.W. First Avenue Suite 420Portland, OR 97201Office · Get directions Firm websiteHTTP://WWW.VALIC.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- 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
About John
How do I contact John?
Call Valic Financial Advisors at (866) 544-4968 and ask for John Dakin. John works from the Portland, OR office.
How long has John been a financial advisor?
John has been in the industry since 2004, about 22 years. More experience than 69% of advisors at Valic Financial Advisors.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Valic Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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.