linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Rothwell

Valmark Advisers, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Rothwell

Mark Rothwell is a financial advisor with Valmark Advisers, Inc. Mark has been in the financial services industry since 2013. Mark is registered in Florida, New Jersey, North Carolina, and South Carolina as a Registered Investment Advisor and a Registered Representative. Mark is a CERTIFIED FINANCIAL PLANNER™ professional. Mark specializes in financial planning, portfolio management for individuals, businesses, and investment companies, pension consulting, and selection of other advisors.

Firm Information

Mark Rothwell 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Rothwell’s Registration & Firm History

NC

05/22/2024 - Present

Valmark Advisers, Inc. (Charlotte NC)

Not sure if Mark Rothwell is right for you?

Licenses & Designations

BC

Issued 07/29/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/03/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Rothwell.
Not sure if Mark Rothwell is right for you?