Monte
Harrick
Valmark Advisers, Inc
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About this Advisor
Monte Harrick is a financial advisor operating in Irvine, California who has 3 years of relevant experience. Harrick is currently employed by Valmark Advisers, Inc. Throughout their career, Harrick has worked at Fas Corp, Veritypoint Financial, LLC, Valmark Securities, Inc and Valmark Advisers, Inc. Harrick holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Utah. Valmark Advisers, Inc is a registered investment firm based out of Akron, OH. The company has offices in 156 locations and a total of 260 employees. It controls $6 billion in total assets among its 16,044 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 19 charitable organizations. Of its 16,044 accounts, just 7% are held by high-net-worth investors who have greater than $1 million in investable assets. Valmark Advisers, Inc 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. A financial advisor's fee schedules largely are based on which services are offered. However, fee types charged 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
Monte Harrick Work History
Monte has been registered as a financial advisor for 3 years.*
Valmark Advisers, Inc
Valmark Securities, Inc
Fas Corp
Veritypoint Financial, 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 Monte Harrick 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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