Thomas
Fay
Valmark Advisers, Inc
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About this Advisor
Thomas Fay is a financial advisor based in Glenview, Illinois, working with Valmark Advisers, Inc. Thomas has previously held positions at Usi Securities, Inc, Tfi Benefits, Inc, Valmark Securities, Inc, Long Road Risk Management Services, LLC, and Valmark Advisers, Inc. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in the District of Columbia, Illinois, Virginia, and Wisconsin. Currently, Thomas is part of Valmark Advisers, Inc, which operates out of Glenview, Illinois. 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
Thomas Fay Work History
Long Road Risk Management Services, LLC
Valmark Securities, Inc
Valmark Advisers, Inc
Usi Securities, Inc
Tfi Benefits, Inc
Disclosures
Please visit the SEC profile of Thomas Fay 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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