Andrew
Meeder
Valmark Advisers, Inc
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About this Advisor
Andrew Meeder is a financial advisor working out of Boynton Beach, Florida who has 2 years of relevant experience. Meeder works at Valmark Advisers, Inc. Throughout their career, Meeder has worked at Florida Atlantic University, Trinity Christian Academy, Aig Financial Network, Sagepoint Financial, Massachusetts Mutual Life Insurance Co, Mml Investors Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Andrew Meeder, Bank Of America, N.A, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC and Demboski & Chapman Financial And Insurance Solutions, Inc. Meeder holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Valmark Advisers, Inc is a registered investment company based in Akron, OH. The firm has offices in 156 locations and a total of 260 people on staff. It handles $6 billion in assets under management across its 16,044 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 19 charities and foundations. Of its 16,044 customer accounts, just 7% are held by high-net-worth individuals who have more than $1 million in investable assets. Valmark Advisers, Inc has a diverse array 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 advisory services usually are based on the type of financial services. However, fees billed by Valmark Advisers, Inc may include some blend 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
Andrew Meeder Work History
Andrew has been registered as a financial advisor for 2 years.*
Demboski & Chapman Financial And Insurance Solutions, Inc
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Massachusetts Mutual Life Insurance Co
Mml Investors Services, LLC
Aig Financial Network
Sagepoint Financial
Andrew Meeder
Florida Atlantic University
Trinity Christian Academy
Florida Atlantic University
*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 Andrew Meeder 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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