Alan
Goodfellow

Valmark Advisers, Inc

CRD#4594688
Investment Advisor
in Pittsford, NY

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About this Advisor

Alan Goodfellow is a financial advisor operating in Pittsford, New York. Goodfellow currently works for Valmark Advisers, Inc. The advisor has gained experience at Hornor Townsend & Kent Inc, American Portfolios Financial Services, Inc, Valmark Securities, Inc, Penn Mutual Life Insurance Co, American Portfolios Advisors, Inc and Valmark Advisers, Inc. Goodfellow maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New York. Valmark Advisers, Inc is a company based in Akron, OH. The company has offices in 156 locations and a total of 260 employees. It oversees $6 billion in assets under management across its 16,044 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 19 charitable organizations. Of its 16,044 customer accounts, just 7% belong to high-net-worth investors who have more than $1 million in assets. Valmark Advisers, Inc performs a diverse set 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. Fees for financial advice depend on which services the firm provides the client. Fees charged by Valmark Advisers, Inc most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1080 Pittsford Victor Rd. Ste. 201
Pittsford, NY 14534

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Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$5,802,516,925

NY Average: $2,106,341,625
Total Number of Employees

260

NY Average: 34
Total Number of Accounts

16,044

NY Average: 1,972
Average Account Size

$361,663

NY Average: $1,068,125

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

Alan Goodfellow Work History

Alan has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Valmark Advisers, Inc

2021 - Present (3 years)

Valmark Securities, Inc

2019 - 2021 (2 years)

American Portfolios Advisors, Inc

2019 - 2021 (2 years)

American Portfolios Financial Services, Inc

2015 - 2019 (4 years)

American Portfolios Financial Services, Inc

2007 - 2015 (8 years)

Hornor Townsend & Kent Inc

2007 - 2021 (14 years)

Penn Mutual Life Insurance Co

*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 Alan Goodfellow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Valmark Advisers, Inc

Michael Slattery
Boston, MA
Jackie Gates
Rice Lake, WI
Keith Clapacs
Cleveland, OH
Richard Dineen
Elkhorn, NE
Paul Rokosz
Oak Brook, IL
Eric Clayton
Canfield, OH
Mark Rothwell
Charlotte, NC
Brandon Dirkschneider
Elkhorn, NE

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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