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Joseph Anthony Trovato

Valmark Advisers, Inc.

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About Joseph Anthony Trovato

Joseph Anthony Trovato is a registered investment advisor representative with Valmark Advisers, Inc. Joseph has been in the industry since 2000 and is currently licensed in 22 states. Joseph is also registered as an Investment Advisor Representative with Valmark Securities, Inc. Joseph's specialties include financial planning, portfolio management for individuals, businesses and investment companies, pension consulting, and the selection of other advisors.

Firm Information

Joseph Trovato is currently registered with Valmark Advisers, Inc.. Valmark Advisers, Inc. is a financial advisory firm based in Akron, Ohio. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. The firm has over 260 licensed agents and manages approximately $7.03 billion in assets.
Valmark Advisers, Inc.

130 SPRINGSIDE DRIVE

AKRON, OH 44333

$7.03B

Assets Under Management

323

Total Clients

248

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Trovato’s Registration & Firm History

CA

08/21/2019 - Present

Valmark Advisers, Inc. (Bakersfield CA)

CA

10/19/2011 - 03/05/2017

INDEPENDENT FINANCIAL GROUP, LLC (BAKERSFIELD CA)

CA

07/06/2004 - 10/20/2011

VALMARK SECURITIES, INC. (BAKERSFIELD CA)

CA

05/01/2000 - 07/09/2004

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

BOTH

Issued 06/07/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joseph Anthony Trovato. Review regulatory record here.
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