James
Dawson
Valmark Advisers, Inc
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About this Advisor
James Dawson is a financial advisor based in Akron, Ohio, working with Valmark Advisers, Inc. James has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services, Inc, Pet Lovers, Warther Financial Group, University Of Akron, Wealth Advisory Group Of Dilauro Wracher Thomas, Dilauro Financial Services, Valmark Securities, Inc, and Valmark Advisers, Inc. James has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, James 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
James Dawson Work History
Valmark Securities, Inc
Valmark Advisers, Inc
University Of Akron
Raymond James Financial Services, Inc
Raymond James Financial Servives, Inc
Wealth Advisory Group Of Dilauro Wracher Thomas
Dilauro Financial Services
Warther Financial Group
Pet Lovers
Disclosures
Please visit the SEC profile of James Dawson 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
San Francisco, CA
Madison, WI
Falmouth, ME
Cincinnati, OH
Pittsford, NY
Lake Worth, FL
Akron, OH
Falmouth, ME
The content in this profile was updated by SmartAsset on 6/19/2024. 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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