VALMARK ADVISERS, INC.
Akron, Ohio
4.7
9 Reviews
Valmark Advisers, Inc. is a highly regarded regional investment advisory firm headquartered in Akron, OH. With an extensive network of 157 offices, Valmark Advisers, Inc. boasts a strong presence in the financial industry. With a team of 260 dedicated professionals, all of whom specialize in providing top-notch investment advisory services, they consistently deliver exceptional results.
With an average of $22,320,000 in assets under management per investment advisor, Valmark Advisers, Inc. demonstrates their expertise and ability to effectively grow and protect their clients' wealth. Their compensation structure is flexible, offe...
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Assets Under Mgmt
$5.8B
Investment Professionals
260
Locations
156
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other: CONSULTING
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Found to be involved in a violation of investment-related activities by domestic or foreign court
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