Maria Isabel Carchi
Investment adviser representative at Valmark Advisers, Inc.
10 yearsExperience
1 stateRegistered in
$10.2BFirm assets
28 yearsFirm in business
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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
10 years in the industry.
- Valmark Advisers, Inc.Jan 2026 to now
- L2 FinancialDec 2025 to now
- Valmark SecuritiesDec 2025 to now
- Nylife Securities LLCNov 2024 to now
- New York Life Insurance CompanyOct 2024 to now
- Equitable Advisors, LLCFeb 2023 to Oct 2024
- UnemployedDec 2022 to Feb 2023
- Leapros/merchsourceSep 2022 to Dec 2022
- UnemployedMay 2022 to Sep 2022
- Pruco Securities LLCApr 2022 to May 2022
- King Electric Manufacturing CoJan 2022 to Apr 2022
- UnemployedJun 2021 to Jan 2022
- Pepperdine Graziadio Business SchoolMay 2021 to May 2023
- Epson America, Inc.May 2020 to Jun 2021
- Southern California UniversityMay 2019 to May 2020
- UnemployedJan 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7543393
- Firm CRD
- 108050