Advisor at ValMark Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
ValMark Advisers, Inc.
Location
Mc Cormick, SC
Credentials
Series 63, Series 65
Industry experience
36 years
Flat fees negotiated per client, ranging from $50 to $50,000 or more depending on services
Less than $1,000,000 - $1,000,000: 1.95% annually $1,000,001 - $2,000,000: 1.75% annually $2,000,001+: 1.50% annually
Commissions may be earned by IARs acting as registered representatives for certain securities and insurance transactions
Hourly rates vary depending on client needs and plan complexity; exact rates disclosed in advisory agreement
Account minimum: $50,000 Fee-only: Hourly fees negotiable; flat fees typically ranging from $50 to $50,000 or more
Valmark Securities, Inc
2023 - Present (3 years)
Valmark Advisers, Inc.
2023 - Present (3 years)
Long Road Risk Management Services, LLC
2023 - 2024 (1 year)
WealthStone Family Office, LLC
2019 - 2022 (3 years)
FARMERS FINANCIAL SOLUTIONS
2019 - 2019 (1 year)
Farmers insurance
2018 - 2019 (1 year)
NYLIFE Distributors LLC
2016 - 2019 (3 years)
New York Life Insurance Company - Advanced Markets Network
2016 - 2019 (3 years)
Lincoln Financial Distributors
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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