Eric
Coffman
Valmark Advisers, Inc
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About this Advisor
Eric Coffman is a financial advisor based in Akron, Ohio, working with Valmark Advisers, Inc. Eric has previously held positions at Valmark Advisers, Inc, Valmark Securities, Inc, Poitinger, Redmond, Lyons, Kura, Walker & Company, and Wealth Impact Partners. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Florida, Kansas, Michigan, North Carolina, Ohio, Virginia, and Washington. Currently, Eric is part of Valmark Advisers, Inc, which operates out of Akron, Ohio. 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
Eric Coffman Work History
Wealth Impact Partners
Valmark Securities, Inc
Valmark Advisers, Inc
Poitinger, Redmond, Lyons, Kura, Walker & Company
Disclosures
Please visit the SEC profile of Eric Coffman 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
Manchester, CT
Falmouth, ME
Mason, MI
Cincinnati, OH
Cleveland, OH
Fort Lauderdale, FL
Grand Rapids, MI
Akron, OH
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