Victoria Conrad, financial advisor Akron OH
93 score

Victoria Conrad

CRD Number: 5562596
Current Firm: Valmark Advisers, Inc.

Victoria Conrad (CRD# 5562596) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 5 years of experience in the finance industry. Victoria Conrad 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
Valmark Securiites, Inc. Akron, OH Nov 2014 - Current 2
Valmark Advisers, Inc. Akron, OH Nov 2014 - Current 2
Charles Schwab Bank Fairlawn, OH Feb 2011 - Nov 2014 3
Charles Schwab & Company, Inc. Fairlawn, OH Jun 2008 - Nov 2014 6
Full-time Education Marietta, OH Aug 2000 - Mar 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Victoria L. Conrad
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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