Gregory CahillCRD Number: 1185607
Current Firm: Valmark Advisers, Inc.
Gregory Cahill (CRD# 1185607) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Orlando, FL and has over 24 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Valmark Securities, Inc.||Akron, OH||Feb 2014 - Current||3|
|Valmark Advisers, Inc.||Akron, OH||Mar 2013 - Current||4|
|Inden. Inc.||Orlando, FL||Nov 1997 - Current||19|
|G. Scott Cahill, Clu & Assoc. Inc.||Orlando, FL||Mar 1986 - Current||31|
|Nfp Securities, Inc.||Austin, TX||Nov 2005 - Mar 2014||8|
|Investment Advisers Of Central Florida, Inc.||Orlando, FL||Jun 1998 - Dec 2012||14|
|Clark/bardes Financial Services, Inc.||Los Angeles, CA||Feb 2003 - May 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1993|
Total Assets Under Management4,934MILLIONS
Total Number of Accounts8,706ACCOUNTS
Average Account Value$566,729
- 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)
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