Todd
Healy
Valmark Advisers, Inc
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About this Advisor
Todd Healy is a financial advisor based in Dallas, Texas, working with Valmark Advisers, Inc. Todd has previously held positions at Southwestern Life, Healy And Associates Pc, Nfp Securities, Inc, Kestra Financial Services, Inc, Lion Steet Financial, Lion Street Advisors, Valmark Advisers, and Valmark Securities. Todd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Todd is part of Valmark Advisers, Inc, which operates out of Dallas, Texas. 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
Todd Healy Work History
Valmark Advisers
Valmark Securities
Healy And Associates Pc
Southwestern Life
Lion Steet Financial
Lion Street Advisors
Kestra Financial Services, Inc
Nfp Securities, Inc
Disclosures
Please visit the SEC profile of Todd Healy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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