Valmark Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
449
Avg account
$0

Firm details

Headquarters
Akron, Ohio
CRD number
31243
Registered since
January 22, 1993

Firm profile

FINTRX

Overview

Valmark Securities, Inc. is organized as a corporation with domestic ownership that includes individual ownership interests. The firm's public snapshot is sparse on business and investment detail: it is classified as "Unclassified" and does not identify itself as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser in the available profile. The firm has not provided substantive information about its advisory activities, investment approach, client segments, or other affiliations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Akron, OH

Summit

Location

Akron, OH

Headquartered in Akron, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Summit
Address
130 Springside Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth