Craig
Howard

Valmark Advisers, Inc

CRD#5762591
Investment Advisor
in Memphis, TN

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About this Advisor

Craig Howard is a certified financial planner working in Memphis, Tennessee with 2 years of relevant experience. Howard is an advisor for Valmark Advisers, Inc. During their career, Howard has held roles at Capital Analysts Inc, Lincoln Investment, Valmark Securities, Inc and Valmark Advisers, Inc. Howard holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Alabama, Arkansas, Colorado, Florida, Illinois, Kentucky, Michigan, Mississippi, Missouri, Nevada, North Carolina, Ohio, Oklahoma, Tennessee, Texas, Utah and Virginia. Valmark Advisers, Inc is a firm operating out of Akron, OH. It has offices in 156 locations and a total of 260 employees. It has $6 billion in assets under management among its 16,044 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 19 charities and foundations. Of its 16,044 accounts, just 7% are held by high-net-worth clients who have more than $1 million in assets. Valmark Advisers, Inc has a number of services, including 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 fee schedules typically depend on the services. However, fee types billed by Valmark Advisers, Inc most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

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

5050 Poplar Ave., Suite 1204
Memphis, TN 38157

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Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$5,802,516,925

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

260

TN Average: 34
Total Number of Accounts

16,044

TN Average: 1,972
Average Account Size

$361,663

TN 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

Craig Howard Work History

Craig has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Valmark Securities, Inc

2021 - Present (3 years)

Valmark Advisers, Inc

2012 - 2021 (9 years)

Lincoln Investment

2010 - 2021 (11 years)

Capital Analysts Inc

*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 Craig Howard 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

Paul Rokosz
Oak Brook, IL
Eric Clayton
Canfield, OH
Keith Clapacs
Cleveland, OH
Richard Dineen
Elkhorn, NE
Mark Rothwell
Charlotte, NC
Brandon Dirkschneider
Elkhorn, NE
Michael Slattery
Boston, MA
Jackie Gates
Rice Lake, WI

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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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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