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).
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Total Assets Under Management7,030MILLION
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Total Number of Accounts17,262ACCOUNTS
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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
Mark Miller (CRD# 4269766) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fort Mitchell, KY and has over 23 years of experience in the finance industry.
Robert Miller (CRD# 2208549) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Boca Raton, FL and has over 32 years of experience in the finance industry.
Warren Miller (CRD# 1034657) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Newport News, VA and has over 41 years of experience in the finance industry.
William Miller (CRD# 2467631) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Boca Raton, FL and has over 30 years of experience in the finance industry.
David Minich (CRD# 4454244) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Richfield, OH and has over 18 years of experience in the finance industry.
Wayne Minich (CRD# 336353) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Richfield, OH and has over 24 years of experience in the finance industry.
Charles Moore (CRD# 2112381) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mason, MI and has over 33 years of experience in the finance industry.
Patricia Moore (CRD# 5713558) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Houston, TX and has over 14 years of experience in the finance industry.
Thomas Moore (CRD# 3087519) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fort Mitchell, KY and has over 25 years of experience in the finance industry.
Shelby Morgan (CRD# 1584936) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 27 years of experience in the finance industry.