Joseph
Trovato
Valmark Advisers, Inc
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About this Advisor
Joseph Trovato is a financial advisor operating in Bakersfield, California with 6 years of industry experience. Trovato is currently employed by Valmark Advisers, Inc. Throughout their career, they have worked at Independent Financial Group LLC, Valmark Securities, Inc and Valmark Advisers, Inc. Trovato has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to operate in California, Florida, Idaho, Illinois, Minnesota, Mississippi, Montana, Nevada, North Carolina, Ohio, Oregon, Texas, Utah, Washington, Wisconsin and Wyoming. Valmark Advisers, Inc is an advisory firm based in Akron, OH. The firm has offices in 156 locations and a total of 260 people on staff. It manages $6 billion in assets under management among its 16,044 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 19 charitable organizations. Of its 16,044 accounts, just 7% are held by high-net-worth clients who have at least $1 million in investable assets. Valmark Advisers, Inc performs a number 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. Financial management fees largely are based on the services provided. However, fees charged by Valmark Advisers, Inc can consist 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
Joseph Trovato Work History
Joseph has been registered as a financial advisor for 6 years.*
Valmark Securities, Inc
Valmark Advisers, Inc
Independent Financial Group LLC
*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 Joseph Trovato to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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