Laura
Moss
Valmark Advisers, Inc
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About this Advisor
Laura Moss is a financial advisor based in Akron, Ohio, working with Valmark Advisers, Inc. Laura has previously held positions at Robert W. Baird & Co, Beacon Wealth Consultants Inc, Full Time Education, Action Development, Oneascent Financial Services LLC, Sikich Capital Management, W3 Financial Group, Valmark Advisers, Inc, W3 Wealth Advisors, LLC, and Valmark Securities, Inc. Laura has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Alaska, California, Colorado, Florida, Illinois, Indiana, Kansas, Kentucky, Maine, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, and Wisconsin. Currently, Laura 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
Laura Moss Work History
Valmark Advisers, Inc
W3 Wealth Advisors, LLC
W3 Financial Group
Valmark Securities, Inc
Sikich Capital Management
Beacon Wealth Consultants Inc
Full Time Education
Oneascent Financial Services LLC
Action Development
Robert W. Baird & Co
Disclosures
Please visit the SEC profile of Laura Moss 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
Akron, OH
Mason, MI
Pittsford, NY
Cincinnati, OH
Falmouth, ME
Lake Worth, FL
Canfield, 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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