Mark
Rothwell
Valmark Advisers, Inc
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About this Advisor
Mark Rothwell is a financial advisor based in Charlotte, North Carolina, working with Valmark Advisers, Inc. Mark has previously held positions at State Street Corporation and Scott Jones Financial. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New Jersey, North Carolina, and South Carolina. Currently, Mark is part of Valmark Advisers, Inc, which operates out of Charlotte, North Carolina. 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
Mark Rothwell Work History
Scott Jones Financial
State Street Corporation
Disclosures
Please visit the SEC profile of Mark Rothwell 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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