Mark
Chandik
Valmark Advisers, Inc
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About this Advisor
Mark Chandik is a chartered financial consultant working out of Irvine, California with a total of 10 years of relevant experience. Chandik is an employee of Valmark Advisers, Inc. During their career, Chandik has held roles at Valmark Securities, Inc, Fdp Wealth Management, LLC, Valmark Advisers, Inc and Fdp Insurance Services, Inc. Chandik holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, California, Colorado, District Of Columbia, Florida, Georgia, Idaho, Indiana, Missouri, Montana, Nevada, New York, North Carolina, Oregon, Texas and Washington. Valmark Advisers, Inc is a company based in Akron, OH. The company has offices in 156 locations and a total of 260 people on staff. It controls $6 billion in assets under management between its 16,044 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 19 charitable organizations. Of its 16,044 client accounts, just 7% belong to high-net-worth investors who have at least $1 million in assets. The firm has a number of services, including 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 fee schedules largely are based on the services provided. However, fee types billed by Valmark Advisers, Inc likely 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
Mark Chandik Work History
Mark has been registered as a financial advisor for 10 years.*
Valmark Advisers, Inc
Fdp Insurance Services, Inc
Fdp Wealth Management, LLC
Valmark Securities, Inc
*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 Mark Chandik 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
Oak Brook, IL
Elkhorn, NE
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Canfield, OH
Charlotte, NC
Rice Lake, WI
Cleveland, OH
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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