Ian
Dillard

Valmark Advisers, Inc

CRD#6773726
Investment Advisor
in Tustin, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ian Dillard is a financial advisor who works out of Tustin, California with 3 years of industry experience. Dillard is currently employed by Valmark Advisers, Inc. Over the course of their career, they have held roles at Valmark Financial Group, Aramark Food Services, Subway Restaurants, Student and The O'Neill Co. Dillard has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Valmark Advisers, Inc is a registered investment firm operating out of Akron, OH. The investment advisory business has offices in 156 locations and a total of 260 employees. It administers $6 billion in total assets between its 16,044 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 19 charities and foundations. Of its 16,044 client accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Valmark Advisers, Inc offers a diverse set 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 for financial advice usually depend on the financial services. However, fees billed by Valmark Advisers, Inc likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

17852 East 17Th Street Suite 201
Tustin, CA 92780

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$5,802,516,925

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

260

CA Average: 34
Total Number of Accounts

16,044

CA Average: 1,972
Average Account Size

$361,663

CA 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

Ian Dillard Work History

Ian has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

The O'Neill Co

2018 - Present (6 years)

Valmark Financial Group

2017 - 2018 (1 year)

Aramark Food Services

2016 - 2017 (1 year)

Subway Restaurants

2015 - 2019 (4 years)

Student

*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 Ian Dillard 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

Michael Slattery
Boston, MA
Keith Clapacs
Cleveland, OH
Eric Clayton
Canfield, OH
Mark Rothwell
Charlotte, NC
Paul Rokosz
Oak Brook, IL
Brandon Dirkschneider
Elkhorn, NE
Jackie Gates
Rice Lake, WI
Richard Dineen
Elkhorn, NE

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started