David MinichCRD Number: 4454244
Current Firm: Valmark Advisers, Inc.
David Minich (CRD# 4454244) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Richfield, OH and has over 10 years of experience in the finance industry. David Minich 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.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Summit Wealth Partners, LLC
|Valmark Advisers, Inc.||Akron, OH||Jul 2005 - Current||11|
|Valmark Securities, Inc.||Akron, OH||Jan 2005 - Current||11|
|Applied Financial Concepts||Richfield, OH||Jun 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2006|
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