Charles
Gable

Valmark Advisers, Inc

CRD#2269515
Investment Advisor
in Opelika, AL

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About this Advisor

Charles Gable is a financial advisor based in Opelika, Alabama, working with Valmark Advisers, Inc. Charles has previously held positions at The Bank Of Georgia, Valmark Securities, Inc, Fidelity Bank, and Valmark Advisers, Inc. Charles has passed the Series 63 regulatory exam and is registered to provide services in Alabama and Georgia. Currently, Charles is part of Valmark Advisers, Inc, which operates out of Opelika, Alabama. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1800 Airport Road
Opelika, AL 36801

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Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$7,029,587,820

AL Average: $2,106,341,625
Total Number of Employees

260

AL Average: 34
Total Number of Accounts

17,262

AL Average: 1,972
Average Account Size

$407,229

AL Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Charles Gable Work History

2018 - Present (6 years)

Valmark Securities, Inc

2018 - Present (6 years)

Valmark Advisers, Inc

2015 - 2017 (2 years)

Fidelity Bank

2003 - 2015 (12 years)

The Bank Of Georgia

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Disclosures

Please visit the SEC profile of Charles Gable to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Valmark Advisers, Inc

Jason Coopersmith
Fort Lauderdale, FL
Nathan Chisholm
Falmouth, ME
Michael Heath
Mason, MI
Kristina Wolff Singh
Manchester, CT
David Rasch
Grand Rapids, MI
Daniel Rieman
Cincinnati, OH
Samuel Galloway
Akron, OH
Luke Molnar
Pittsford, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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