Benjamin Paul Julianel

Valmark Advisers, INC.

16 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Valmark Advisers, INC.

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

Location

8855 Research Dr. Suite 200, Irvine, CA, 92618

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History

Regulatory History (1)

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Customer Dispute

July 2022

Settled

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Other Business ActivitiesSells Insurance

Benjamin is the Founder and CEO of Navigators Advisory Group, an investment, life insurance, and financial planning firm. He oversees the firm's operations, meets with clients, and prospects, dedicating about a quarter of his time to this role.

Employment History

Current Registrations

Valmark Securities, INC.Broker

July 2022 - Present · 3 yrs 7 mos

Valmark Advisers, INC.

July 2022 - Present · 3 yrs 7 mos

Previous Registrations

Fdp Wealth Management, LLC

July 2022 - July 2023 · 1 yr

Securian Financial Services, INC.

October 2009 - July 2022 · 12 yrs 9 mos

Securian Financial Services, INC.Broker

September 2009 - July 2022 · 12 yrs 10 mos

State Registrations26 states

ALARAZCACOCTDEFLGAHIIDKSLAMDNCNMNVNYOKORPASCTXVAWAWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.