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
Michael Heath (CRD# 2791074) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mason, MI and has over 27 years of experience in the finance industry.
Jonathan Herbruck (CRD# 2078003) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mentor, OH and has over 26 years of experience in the finance industry.
Richard Hillsbery (CRD# 5090808) is an Investment Advisor Representative working at Valmark Advisers, Inc. in San Jose, CA and has over 18 years of experience in the finance industry.
Danny Holladay (CRD# 5437680) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Littleton, CO and has over 16 years of experience in the finance industry.
Jonathan Houk (CRD# 5542537) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fairlawn, OH and has over 14 years of experience in the finance industry.
Craig Howard (CRD# 5762591) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Memphis, TN and has over 14 years of experience in the finance industry.
Geordie Hrdlicka (CRD# 2968534) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Houston, TX and has over 26 years of experience in the finance industry.
Zachary Hurst (CRD# 6082006) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 7 years of experience in the finance industry.
Cathy Jacobs (CRD# 2369055) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 30 years of experience in the finance industry.
Michael Janosko (CRD# 6731898) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 7 years of experience in the finance industry.