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
Wayne Farnsworth (CRD# 4494239) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Newark, OH and has 1 year of experience in the finance industry.
Thomas Fay (CRD# 2277450) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Glenview, IL and has over 30 years of experience in the finance industry.
Charles Feldman (CRD# 205862) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Annapolis, MD and has over 24 years of experience in the finance industry.
Joseph Feldman (CRD# 4485814) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Annapolis, MD and has over 22 years of experience in the finance industry.
Stefani Fiedler (CRD# 5101285) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Rice Lake, WI and has over 17 years of experience in the finance industry.
Christopher Finefrock (CRD# 5267813) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 10 years of experience in the finance industry.
Jimmy Forbis (CRD# 210980) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Memphis, TN and has over 33 years of experience in the finance industry.
Judson Forner (CRD# 5017058) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 11 years of experience in the finance industry.
Grant Foster (CRD# 1447423) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Austin, TX and has over 38 years of experience in the finance industry.
John Francis (CRD# 4394819) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has 1 year of experience in the finance industry.