Valmark Advisers, Inc.
Valmark Advisers, Inc. (CRD# 108050) is a financial advisory firm headquartered in Akron, OH. They manage $7,029,587,820 in 17,262 accounts and serve the financial needs of clients across 52 states (or territories).
-
Total Assets Under Management7,030MILLION
-
Total Number of Accounts17,262ACCOUNTS
-
Average Account Value$407,229
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Larry Lee (CRD# 305346) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Irvine, CA and has over 25 years of experience in the finance industry.
Frank Lessick (CRD# 4771779) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 19 years of experience in the finance industry.
Joshua Lieder (CRD# 5839447) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Onalaska, WI and has over 13 years of experience in the finance industry.
Serena Low (CRD# 2532331) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Gloucester, MA and has over 29 years of experience in the finance industry.
Jason Lynn (CRD# 5622635) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Tustin, CA and has over 9 years of experience in the finance industry.
Robert Macarthur (CRD# 2230626) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Providence, RI and has over 29 years of experience in the finance industry.
Scott Marshall (CRD# 5371392) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Jackson, MS and has over 16 years of experience in the finance industry.
Anthony Martin (CRD# 4303621) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Savannah, GA and has over 23 years of experience in the finance industry.
Todd Martin (CRD# 4749183) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Savannah, GA and has over 18 years of experience in the finance industry.
Kasey Massatti (CRD# 5640581) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Lancaster, OH and has over 10 years of experience in the finance industry.