Brad Farnsworth, financial advisor Newark OH

Brad Farnsworth

CRD Number: 5351771
Current Firm: Valmark Advisers, Inc.

Brad Farnsworth (CRD# 5351771) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Newark, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Valmark Advisers, Inc. Akron, OH Jul 2009 - Current 14
Valmark Securities, Inc. Akron, OH May 2007 - Current 16
Farnsworth Financial Services, Inc. Newark, OH Nov 2006 - Current 17

Brad Farnsworth has no recent exams reported.
Contact Info for Brad D. Farnsworth
Phone Number: 800-765-5201
Firm Website: http://www.valmarkfg.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    7,030
    MILLIONS
  • Total Number of Accounts
    17,262
    ACCOUNTS
  • Average Account Value
    $407,229
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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