BF
BF

Brad Dwayne Farnsworth

17 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
271 advisors
Number of Clients
13,685 clients
Average Client Portfolio
$612K average
Assets Under Management
$8.4B

Fee Structure

Financial Planning:Investment management only
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Location

51 N. Third Street, Suite 101, Newark, OH, 43055

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brad owns rental property and is a volunteer board member for the US Selective Service, dedicating minimal time. He is also the Vice President/Office Manager at Farnsworth Financial Services Inc., spending about a quarter of his time there.

Employment History
Current Registrations
Valmark Advisers, INC.
July 2009 - Present · 16 yrs 7 mos
Valmark Securities, INC.Broker
August 2008 - Present · 17 yrs 6 mos
State Registrations2 states
FLOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.