linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William McNamara

Valmark Advisers, Inc.

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

About William McNamara

William McNamara is a financial advisor with over 25 years of experience in the industry. William is currently registered with Valmark Advisers, Inc. and is actively licensed in 7 states. He is also a licensed insurance agent. Previously, William was employed with New England Securities. William has extensive experience working with individuals and families, as well as providing consulting services to retirement plan sponsors. He has a strong commitment to helping clients reach their financial goals.

Firm Information

William McNamara 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.

William McNamara’s Registration & Firm History

OH

02/24/2022 - Present

Valmark Advisers, Inc. (CLEVELAND OH)

OH

04/18/1997 - 04/01/2008

NEW ENGLAND SECURITIES (CLEVELAND OH)

Not sure if William McNamara is right for you?

Licenses & Designations

BOTH

Issued 10/02/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William McNamara.
Not sure if William McNamara is right for you?