Michael
Mcclary
Valmark Advisers, Inc
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About this Advisor
Michael Mcclary is a financial advisor working in Akron, Ohio with 19 years of relevant experience. Mcclary works at Valmark Advisers, Inc. Throughout their career, they have worked at Valmark Securites, Inc, Valmark Advisers, Inc and Bosshard Investment Management Company, LLC. Mcclary has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California, Colorado, Florida, Illinois, Maine, Massachusetts, Michigan, Minnesota, New York, Ohio, Texas, Virginia and Wisconsin. Valmark Advisers, Inc is an advisory business operating out of Akron, OH. The company has offices in 156 locations and a total of 260 people on staff. It oversees $6 billion in assets under management across its 16,044 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 19 charitable organizations. Of its 16,044 client accounts, just 7% belong to high-net-worth investors who have greater than $1 million in investable assets. Valmark Advisers, Inc offers a number of services, such as 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. Financial management fees usually vary depending on the financial services provided. However, fees charged by Valmark Advisers, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$5,802,516,925
260
16,044
$361,663
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
Michael Mcclary Work History
Michael has been registered as a financial advisor for 19 years.*
Valmark Advisers, Inc
Valmark Securites, Inc
Bosshard Investment Management Company, LLC
*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 Michael Mcclary 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
Oak Brook, IL
Elkhorn, NE
Boston, MA
Cleveland, OH
Elkhorn, NE
Canfield, OH
Rice Lake, WI
Charlotte, NC
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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