Mary Harvey
Investment adviser representative at Valmark Advisers, Inc.
33 yearsExperience
4 statesRegistered in
ChFC®Designation
$10.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
33 years in the industry.
- River Financial GroupApr 2020 to now
- Valmark Advisers, Inc.Oct 2006 to now
- Valmark Advisors, Inc.Oct 2006 to now
- Mh PlanningJul 1999 to now
- Valmark Securities, Inc.Nov 1997 to now
- Minnesota Mutual /executiveJul 1993 to now
- Paramount Financial Services, LLCNov 2000 to Apr 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 4 states (FL, MA, MI, OH).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2249957
- Firm CRD
- 108050