Michael
Watson
Valmark Advisers, Inc
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About this Advisor
Michael Watson is a certified financial planner and chartered financial consultant operating in San Francisco, California. Watson is on the advisory team at Valmark Advisers, Inc. Throughout their career, Watson has worked at Linsco/Private Ledger Corp, Independent Finanvcial Group, LLC, Valmark Securities, Inc and None. Watson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Valmark Advisers, Inc is a business based in Akron, OH. The company has offices in 156 locations and a total of 260 employees. It handles $6 billion in total assets between its 16,044 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 19 charities and foundations. Of its 16,044 accounts, just 7% are held by high-net-worth individuals who have greater than $1 million in assets. Valmark Advisers, Inc has 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. A financial advisor's fees usually vary depending on which service is offered. However, fees charged by Valmark Advisers, Inc can be comprised of any combination 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
Michael Watson Work History
Michael has been registered as a financial advisor for 0 years.*
Valmark Securities, Inc
None
Independent Finanvcial Group, LLC
Linsco/Private Ledger Corp
*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 Michael Watson 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
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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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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.