Mary Harvey (CRD# 2249957) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Beachwood, OH and has over 28 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| River Financial Group | Beachwood, OH | Apr 2020 - Current | 4 |
| Valmark Advisors, Inc. | Akron, OH | Oct 2006 - Current | 17 |
| Mh Planning | Pepper Pike , OH | Jul 1999 - Current | 24 |
| Valmark Securities, Inc. | Beachwood, OH | Nov 1997 - Current | 26 |
| Minnesota Mutual /executive | Mayfield Village, OH | Jul 1993 - Current | 30 |
| Paramount Financial Services, LLC | Beachwood, OH | Nov 2000 - Apr 2020 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
- FL
- OH
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Total Assets Under Management7,030MILLIONS
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Total Number of Accounts17,262ACCOUNTS
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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
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