Kristen Carmichael, financial advisor Akron OH
93 score

Kristen Carmichael

CRD Number: 4514221
Current Firm: Valmark Advisers, Inc.

Kristen Carmichael (CRD# 4514221) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Valmark Securities, Inc. Akron, OH Nov 2013 - Current 3
Valmark Advisers, Inc. Akron, OH Nov 2013 - Current 3
Lpl Financial LLC Akron, OH Sep 2013 - Oct 2013 < 1
Firstmerit Financial Services, Inc. Akron, OH Jan 2010 - Sep 2013 3
Firstmerit Advisors, Inc. Akron, OH Jan 2010 - Sep 2013 3
Invest Financial Corporation Tampa, FL Jul 2005 - Jan 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Kristen E. Carmichael
Phone Number: 800-765-5201
Registered State(s):
  • CA
  • OH
By the Numbers
  • Total Assets Under Management
    4,934
    MILLIONS
  • Total Number of Accounts
    8,706
    ACCOUNTS
  • Average Account Value
    $566,729
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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