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
Gregory Freeman (CRD# 857074) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Woodstock, GA and has over 43 years of experience in the finance industry.
Philip Friedland (CRD# 4295735) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Boca Raton, FL and has over 24 years of experience in the finance industry.
Howard Frisch (CRD# 4208767) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Gloucester, MA and has over 23 years of experience in the finance industry.
Charles Gable (CRD# 2269515) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Opelika, AL and has over 5 years of experience in the finance industry.
Jackie Gates (CRD# 4215040) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Rice Lake, WI and has over 20 years of experience in the finance industry.
David Giles (CRD# 1150930) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Wyomissing, PA and has over 36 years of experience in the finance industry.
Donald Gilin (CRD# 1228344) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mason, MI and has over 38 years of experience in the finance industry.
Mark Giraud (CRD# 6114037) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Irvine, CA and has over 10 years of experience in the finance industry.
Lynn Goebel (CRD# 5008554) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 13 years of experience in the finance industry.
Julian Good (CRD# 1068989) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Metairie, LA and has over 40 years of experience in the finance industry.