Monte James Harrick

Current Employers

Employment History

• 09/2009 → 06/2017
  Fas Corp.
  Leawood, KS
• 01/2008 → 06/2017
  Veritypoint Financial, Llc
  Los Angeles, CA
• 05/2017 → Present
  Valmark Securities, Inc.
  Akron, OH
• 08/2020 → Present
  Valmark Advisers, Inc.
  Akron, OH

Other Businesses

1. Fulcrum Partners, LLC, 601 S. Figuray Street, Los Angeles, CA 90017; Benefits consulting; Investment related; Start date 06/01/2017; Managing Director; Client involvement-I will meet with clients to discuss and service their deferred compensation plans; Primarily business development and then ongoing consulting on corporate deferred compensation plans; Compensation-Corporate Owned Life Insurance(COLI)is used tp fund plan liabilities and this product is variable COLI./// 2.Risen, President, Online Jewelry sales, Oversea operation/help with strategy/Help with financing, marketing, supply chain, etc, not investment related, started 12/2020, 11-20 hours per month, Any profit that is made from people going online and purchasing the necklace will be split between me and other family members///

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-10
• S63 Uniform Securities Agent State Law Examination
  1990-10-17

Other Names

• Monte J Harrick