Financial ADVSR advisor directory · SEC adviser records
Valmark Advisers, Inc. financial advisors in Florida
Every SEC-registered investment adviser representative at a Valmark Advisers, Inc. office in Florida, by city and A to Z.
The short answer
13 registered advisors work at Valmark Advisers, Inc. in Florida, out of 267 nationwide; it's the firm's number 4 state by advisors, and the most are in Fort Lauderdale (4). 6 list the CFP designation and 13 are also registered broker representatives.
Valmark Advisers, Inc. advisors by city in Florida
Every firm in Florida →Fort Lauderdale 4Boca Raton 3Orlando 2Coral Springs 1Fort Myers 1Venice 1Winter Park 1
Valmark Advisers, Inc. advisors in Florida, A to Z
Search by name →- Gregory S. Cahill Sr.Orlando
- Gregory S. Cahill IIOrlando
- Jason B. CoopersmithFort Lauderdale · Certified Financial Planner
- Paul A. HarrisFort Myers · Chartered Financial Consultant
- Michael W. KirshonFort Lauderdale
- Theodore J. Kowalchuk Jr.Coral Springs · Certified Financial Planner
- Glen A. LadauBoca Raton · Certified Financial Planner
- Kathleen A. McGrathVenice · Certified Financial Planner
- Robert G. MillerBoca Raton · Certified Financial Planner
- William C. MillerBoca Raton · Certified Financial Planner, Chartered Financial Consultant
- Scott B. PeelenWinter Park · Chartered Financial Consultant
- Mikael RodriguezFort Lauderdale
- Paul E. RosenFort Lauderdale
Valmark Advisers, Inc. advisors in every state →Valmark Advisers, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Valmark Advisers, Inc. in other states
Ohio 98California 21Massachusetts 17Maine 12Michigan 11Mississippi 10Wisconsin 10Kentucky 9Minnesota 8Texas 7Virginia 5North Carolina 4New York 4Pennsylvania 4Alabama 3Colorado 3Georgia 3Illinois 3Maryland 3Nebraska 3South Carolina 3
Questions
How many Valmark Advisers, Inc. financial advisors are in Florida?
13 investment adviser representatives are registered at Valmark Advisers, Inc. offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 267 at the firm nationwide. 6 list the CFP designation and 13 are also registered as broker representatives.
Where in Florida does Valmark Advisers, Inc. have the most advisors?
Fort Lauderdale, with 4, then Boca Raton (3). Valmark Advisers, Inc. has advisors in 7 cities in Florida.
How do I check a Valmark Advisers, Inc. advisor in Florida?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Valmark Advisers, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.