Financial ADVSR advisor directory · SEC adviser records
Valmark Advisers, Inc. financial advisors in Fort Lauderdale, FL
Every SEC-registered investment adviser representative at a Valmark Advisers, Inc. office in Fort Lauderdale, A to Z.
The short answer
4 registered advisors work at Valmark Advisers, Inc. in Fort Lauderdale, out of 267 at the firm nationwide; it ranks number 33 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Valmark Advisers, Inc. advisors in Fort Lauderdale, A to Z
Every Valmark Advisers, Inc. advisor →- Jason B. CoopersmithCertified Financial Planner · Also a broker rep
- Michael W. KirshonAlso a broker rep
- Mikael RodriguezAlso a broker rep
- Paul E. RosenAlso a broker rep
Valmark Advisers, Inc. advisors in every city and state →Valmark Advisers, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Valmark Advisers, Inc. advisors in other cities
Akron, OH 41Cincinnati, OH 12Falmouth, ME 12Mason, MI 8Irvine, CA 7Canfield, OH 6Fairlawn, OH 6Plainville, MA 6Fort Wright, KY 5Gloucester, MA 5Jackson, MS 5San Francisco, CA 5Ashburn, VA 4Charlotte, NC 4Fort Mitchell, KY 4
Other firms in Fort Lauderdale
All Fort Lauderdale advisors →Morgan Stanley 125Merrill Lynch, Pierce, Fenner & Smith Incorporated 91Sound Income Strategies, LLC 48Wells Fargo Clearing Services, LLC 46Raymond James & Associates, Inc. 27Osaic Wealth, Inc. 24Oppenheimer & Co. Inc. 18Truist Advisory Services, Inc. 16Global Wealth Management Investment Advisory, Inc. 15RBC Capital Markets, LLC 15Exodus Wealth, LLC 14Provenance Wealth Advisors 14
Questions
How many financial advisors does Valmark Advisers, Inc. have in Fort Lauderdale?
4 investment adviser representatives are registered at Valmark Advisers, Inc. offices in Fort Lauderdale, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 267 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Valmark Advisers, Inc. one of the largest advisor employers in Fort Lauderdale?
Valmark Advisers, Inc. ranks number 33 in Fort Lauderdale by registered advisors; Morgan Stanley has the most, with 125.
How do I check a Valmark Advisers, Inc. advisor in Fort Lauderdale?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.