James Dawson (CRD# 6498757) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 8 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valmark Advisers, Inc. | Akron, OH | May 2016 - Current | 8 |
| Valmark Securities, Inc. | Akron, OH | Apr 2016 - Current | 8 |
| University Of Akron | Akron, OH | Aug 2013 - Current | 10 |
| Raymond James Financial Servives, Inc. | Akron, OH | Sep 2015 - Apr 2016 | < 1 |
| Wealth Advisory Group Of Dilauro Wracher Thomas | Akron, OH | May 2015 - Apr 2016 | < 1 |
| Dilauro Financial Services | Akron, OH | Jan 2015 - Apr 2016 | 1 |
| Raymond James Financial Services, Inc. | Akron, OH | May 2015 - Aug 2015 | < 1 |
| Pet Lovers | Green, OH | Jan 2010 - May 2015 | 5 |
| Warther Financial Group | Akron, OH | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- OH
-
Total Assets Under Management7,030MILLIONS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.