Philip
Friedland
Valmark Advisers, Inc
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About this Advisor
Philip Friedland is a financial advisor based in Boca Raton, Florida, working with Valmark Advisers, Inc. Philip has previously held positions at Valmark Advisers, Inc, Philip H. Friedland, C.P.A., P.A, and Valmark Securities, Inc. Philip has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Philip is part of Valmark Advisers, Inc, which operates out of Boca Raton, Florida. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
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
Philip Friedland Work History
Valmark Advisers, Inc
Valmark Securities, Inc
Philip H. Friedland,C.P.A.,P.A
Disclosures
Please visit the SEC profile of Philip Friedland 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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