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Alex Daniel Mayes

4 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

33 Merz Blvd., Ste. 100, Akron, OH, 44333

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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

Alex is an associate of retirement plans at Wealth Impact Advisors, preparing plan reviews. This investment-related activity takes about a quarter of his time.

Employment History
Current Registrations
Valmark Advisers, INC.
October 2024 - Present · 1 yr 4 mos
Valmark Securities, INC.Broker
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
March 2020 - October 2020 · 7 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.