Benjamin
Julianel
Valmark Advisers, Inc
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About this Advisor
Benjamin Julianel is a financial advisor operating out of Irvine, California with 1 year of relevant experience. Julianel works at Valmark Advisers, Inc. Over the course of their career, they have held roles at Minnesota Life Insurance Co, Securian Financial Services, Tax And Financial, Valmark Securities, Inc and Valmark Advisers, Inc. Julianel has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Arizona, California, Colorado, Connecticut, Idaho, Maryland, Texas and Wyoming. Valmark Advisers, Inc is a registered investment business that has its headquarters in Akron, OH. The firm has offices in 156 locations and a total of 260 employees. It handles $6 billion in assets under management across its 16,044 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 19 charities and foundations. Of its 16,044 accounts, just 7% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm performs a wide range of services, such as 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. Fees charged by financial advisors usually are based on which service is provided. Fee types billed by Valmark Advisers, Inc most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$5,802,516,925
260
16,044
$361,663
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
Benjamin Julianel Work History
Benjamin has been registered as a financial advisor for 1 years.*
Valmark Securities, Inc
Valmark Advisers, Inc
Minnesota Life Insurance Co
Securian Financial Services
Tax And Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Julianel 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
Rice Lake, WI
Cleveland, OH
Elkhorn, NE
Charlotte, NC
Oak Brook, IL
Canfield, OH
Elkhorn, NE
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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