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Financial ADVSR advisor directory · SEC adviser records

Valmark Advisers, Inc. financial advisors in Ohio

Every SEC-registered investment adviser representative at a Valmark Advisers, Inc. office in Ohio, by city and A to Z.

98 registered advisors work at Valmark Advisers, Inc. in Ohio, out of 267 nationwide; it's the firm's number 1 state by advisors, and the most are in Akron (41). 22 list the CFP designation and 98 are also registered broker representatives.

Valmark Advisers, Inc. advisors by city in Ohio

Every firm in Ohio →

Akron 41Cincinnati 12Canfield 6Fairlawn 6Mt. Vernon 4Richfield 4Mentor 3Newark 3Rocky River 3Beachwood 2Cleveland 2Lancaster 2Westlake 2Worthington 2Columbus 1Highland Heights 1Independence 1Kettering 1Marietta 1Mayfield Village 1

Valmark Advisers, Inc. advisors in Ohio, A to Z

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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

California 21Massachusetts 17Florida 13Maine 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 Ohio?

98 investment adviser representatives are registered at Valmark Advisers, Inc. offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 267 at the firm nationwide. 22 list the CFP designation and 98 are also registered as broker representatives.

Where in Ohio does Valmark Advisers, Inc. have the most advisors?

Akron, with 41, then Cincinnati (12). Valmark Advisers, Inc. has advisors in 20 cities in Ohio.

How do I check a Valmark Advisers, Inc. advisor in Ohio?

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.