Orville Igharas, financial advisor Asheville NC
90 score

Orville Igharas

CRD Number: 5916738
Current Firm: Valmark Advisers, Inc.

Orville Igharas (CRD# 5916738) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Asheville, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Valmark Advisers, Inc. Akron, OH Jan 2014 - Current 2
Valmark Securities, Inc. Akron, OH Apr 2012 - Current 4
Colton Groome & Company Asheville, NC Mar 2012 - Current 4
Suntrust Bank Charlotte, NC Apr 2011 - Mar 2012 < 1
Suntrust Investment Services, Inc. Atlanta, GA Apr 2011 - Mar 2012 < 1
Suntrust Bank Asheville, NC Nov 2003 - Apr 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Orville J. Igharas
Phone Number: 800-765-5201
Registered State(s):
  • NC
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
90
Clean Record
This advisor has a clean track record with regulators.

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