Alexander Adams

Valmark Advisers, INC.

6 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Valmark Advisers, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

271 advisors

Number of Clients

13,685 clients

Average Client Portfolio

$612K average

Assets Under Management

$8.4B

Fee Structure

Financial Planning:Investment management only

Location

130 Springside Dr., Akron, OH, 44333

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Valmark Advisers, INC.

February 2025 - Present · 1 yr

Valmark Securities, INC.Broker

February 2025 - Present · 1 yr

Previous Registrations

Cetera Investment Advisers LLC

December 2022 - January 2025 · 2 yrs 1 mo

Cetera Investment Services LLCBroker

August 2022 - January 2025 · 2 yrs 5 mos

J.P. Morgan Securities LLCBroker

June 2019 - July 2022 · 3 yrs 1 mo

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.