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Anthony James Corra

Investment adviser representative at Valmark Advisers, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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

12 years in the industry.

  1. Valmark Advisers, Inc.Oct 2024 to now
  2. Wealth Impact AdvisorsMay 2023 to now
  3. Dad's Care Care CenterDec 2019 to May 2023
  4. University of AkronSep 2019 to May 2023
  5. A1 Japanese SteakhouseJun 2019 to Dec 2019
  6. Jackson High SchoolSep 2014 to May 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (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
7732587
Firm CRD
108050
Advisor's SEC record (opens in a new tab)
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