Valmark Advisers, Inc.
Valmark Advisers, Inc. (CRD# 108050) is a financial advisory firm headquartered in Akron, OH. They manage $7,029,587,820 in 17,262 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management7,030MILLION
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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
Jennifer Breton (CRD# 2802956) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 27 years of experience in the finance industry.
Seth Buckley (CRD# 1743411) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Hingham, MA and has over 36 years of experience in the finance industry.
Michael Bui (CRD# 5111985) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Ashburn, VA and has over 17 years of experience in the finance industry.
Rebecca Burchill (CRD# 2802259) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 27 years of experience in the finance industry.
Caleb Callahan (CRD# 5011454) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 17 years of experience in the finance industry.
Kristen Carmichael (CRD# 4514221) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 13 years of experience in the finance industry.
Stephen Catalano (CRD# 2949448) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Akron, OH and has over 26 years of experience in the finance industry.
Mark Chandik (CRD# 1345075) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Irvine, CA and has over 28 years of experience in the finance industry.
Gordon Chisholm (CRD# 2938261) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Chicago, IL and has over 26 years of experience in the finance industry.
Nathan Chisholm (CRD# 6425136) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 7 years of experience in the finance industry.