Samuel
Galloway

Valmark Advisers, Inc

CRD#6905833
Investment Advisor
in Akron, OH

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About this Advisor

Samuel Galloway is a financial advisor based in Akron, Ohio, working with Valmark Advisers, Inc. Samuel has previously held positions at Valmark Financial Group, New Engen, and Fisher Investments. Samuel has passed the Series 66 regulatory exam and is registered to provide services in Hawaii, Maryland, North Carolina, Ohio, Pennsylvania, and Washington. Currently, Samuel 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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

130 Springside Dr. #300
Akron, OH 44333

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Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$7,029,587,820

OH Average: $2,106,341,625
Total Number of Employees

260

OH Average: 34
Total Number of Accounts

17,262

OH Average: 1,972
Average Account Size

$407,229

OH Average: $1,068,125

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

Samuel Galloway Work History

2018 - Present (7 years)

Valmark Financial Group

2017 - 2018 (1 year)

New Engen

2015 - 2017 (2 years)

Fisher Investments

2014 - 2015 (1 year)

Fisher Investments

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Samuel Galloway 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

Nathan Chisholm
Falmouth, ME
Matthew Arey
Falmouth, ME
Eric Clayton
Canfield, OH
Daniel Rieman
Cincinnati, OH
David Rasch
Grand Rapids, MI
Jacob Welch
Madison, WI
Michael Heath
Mason, MI
William Mcnamara
Cleveland, OH

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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