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Advisors / Oregon / Portland
22yrs

John Dakin

Financial advisor at Valic Financial Advisors

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.

Portland, OR 97201CFP®Fiduciary advisor

At a glance

Experience22 years (since 2004)
How that compares ?More experience than 69% of advisors at Valic Financial Advisors
Office1800 S.W. First Avenue Suite 420, Portland, OR 97201
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.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2018 – now
  2. Nov 2015 – Mar 2017
    MSI Financial Services, Inc.Previously
  3. 2007 – 2015
  4. Oct 2004 – Nov 2005
    MerrillPreviously

Questions to ask John

Tailored to John’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 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.

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