Anthony
Martin
Valmark Advisers, Inc
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About this Advisor
Anthony Martin is a certified financial planner who works out of Savannah, Georgia who has 15 years of relevant experience. Martin currently works for Valmark Advisers, Inc. Their career trajectory has included roles at Valmark Securities, Inc and Valmark Advisers, Inc. Martin has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, California, Florida, Georgia, Maryland, Nevada, New York, North Carolina, Ohio, Oklahoma, South Carolina and Virginia. Valmark Advisers, Inc is an advisory company that has its headquarters in Akron, OH. The company has offices in 156 locations and a total of 260 advisors. It manages $6 billion in assets under management between its 16,044 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 19 charitable organizations. Of its 16,044 accounts, just 7% are associated with high-net-worth clients who have more than $1 million in assets available to invest. 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. Fees for financial advisory services are based on which services the firm provides the client. Fees charged by Valmark Advisers, Inc can include some 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
Anthony Martin Work History
Anthony has been registered as a financial advisor for 15 years.*
Valmark Securities, Inc
Valmark Advisers, 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 Anthony Martin 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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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.
