Michael Redhead, financial advisor Akron OH

Michael Redhead

CRD Number: 2314181
Current Firm: Sequoia Financial Group, LLC

Michael Redhead (CRD# 2314181) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Akron, OH and has over 26 years of experience in the finance industry. Michael Redhead has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sequoia Financial Group, LLC Tampa, FL Jun 2009 - Current 14
Sequoia Financial Advisors, LLC Tampa, FL Jun 2009 - Current 14
Valmark Securities, Inc, Tampa, FL Jun 2009 - Dec 2015 6
Valmark Advisers, Inc. Tampa, FL Jun 2009 - Dec 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S65 NASAA Investment Advisors Law Examination Jun 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael C. Redhead
Phone Number: 330-375-9480
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    15,548
    MILLIONS
  • Total Number of Accounts
    21,430
    ACCOUNTS
  • Average Account Value
    $725,537
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, WY

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