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Douglas R. Thorpe

Valmark Advisers, Inc.

Parkersurg, WV

Marietta, OH

CRD 4396530

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Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-02-21
LA RA APPROVED 2024-01-29
VA RA APPROVED 2023-09-13
CO RA APPROVED 2022-05-02
NY RA APPROVED 2021-04-06
IA RA APPROVED 2021-01-04
MI RA APPROVED 2019-08-02
OK RA APPROVED 2018-02-22
IN RA APPROVED 2016-05-17
KY RA APPROVED 2016-05-17
CA RA APPROVED 2015-11-25
CT RA APPROVED 2014-10-07
PA RA APPROVED 2014-07-31
SD RA APPROVED 2014-01-07
DE RA APPROVED 2012-12-12
NV RA APPROVED 2012-06-08
GA RA APPROVED 2011-08-11
FL RA APPROVED 2011-07-21
TX RA APPROVED 2010-02-08
OH RA APPROVED 2007-01-29
WV RA APPROVED 2007-01-25
  • ID RA
    APPROVED
    Since 2025-02-21
  • LA RA
    APPROVED
    Since 2024-01-29
  • VA RA
    APPROVED
    Since 2023-09-13
  • CO RA
    APPROVED
    Since 2022-05-02
  • NY RA
    APPROVED
    Since 2021-04-06
  • IA RA
    APPROVED
    Since 2021-01-04
  • MI RA
    APPROVED
    Since 2019-08-02
  • OK RA
    APPROVED
    Since 2018-02-22
  • IN RA
    APPROVED
    Since 2016-05-17
  • KY RA
    APPROVED
    Since 2016-05-17
  • CA RA
    APPROVED
    Since 2015-11-25
  • CT RA
    APPROVED
    Since 2014-10-07
  • PA RA
    APPROVED
    Since 2014-07-31
  • SD RA
    APPROVED
    Since 2014-01-07
  • DE RA
    APPROVED
    Since 2012-12-12
  • NV RA
    APPROVED
    Since 2012-06-08
  • GA RA
    APPROVED
    Since 2011-08-11
  • FL RA
    APPROVED
    Since 2011-07-21
  • TX RA
    APPROVED
    Since 2010-02-08
  • OH RA
    APPROVED
    Since 2007-01-29
  • WV RA
    APPROVED
    Since 2007-01-25

Branch Locations

2100 Dudley Ave., Parkersurg, WV 26101 • United States

109 Putnam Street, Marietta, OH 45750 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Valmark Securities, Inc. Akron OH 01/2007 Present
Valmark Advisers, Inc. Akron OH 01/2007 Present
Previous Registrations
  • 2006-07-11 → 2007-01-26
    New England Securities
    Marietta, OH
    Parkersburg, WV
    Parkersburg, WV
Other Businesses

1.) MHN GOVERNMENT SERVICES, INC. SEMINAR AND WORKSHOP SPEAKER FOR EDUCATION BENEFIT TO MILITARY PERSONNEL./// 2.) DRT CAPITAL LLC; 5303 10TH AVE., VIENNA, WV 26105; FINANCIAL PLANNING, CONSULTING, ADVICE; OWNER; HOLDS OUTSIDE FEE PLANNING REVENUES, ALL NON-BENNON & THORPE BUSINESS; INVESTMENT RELATED//// 3.) BENNON & THORPE LLC; 2100 DUDLEY AVE., PARKERSBURG, WV 26101; FINANCIAL SERVICES; OWNER; HOLDS REVENUES FROM RIA & BROKER/DEALER AFFILIATIONS; INVESTMENT RELATED/// 4.) OBERON HOLDINGS, LLC; 2100 DUDLEY AVE., PARKERSBURG, WV 26101;REAL ESTATE; OWNER; HOLDS INVESTMENT PROPERTIES; INVESTMENT RELATED/// 5.) Upward Basketball; 3300 Rosemar Road, Vienna, WV 26105; Elementary & Middle School Basketball Head Coach, Run practices for one hour two days a week; coach games on Saturday afternoons; started 12/2021; not investment related; no compensation./// 6.) Bread of Life Scholarship Committee; 1701 19th Street, Parkersburg, WV, 26101; Financial Secretary of Scholarship Committee with check writing authority; meet twice a year to give scholarship money; investment related; 1-5 hrs/month; no compensation./// 7.) MOV Select AAU Basketball, 5303 10th Ave, Vienna, WV 26105; Head Coach; Practice two hours per day two times a week and playing in 7 tournaments, not investment related, started 3/1/2023, 31-40 hours per month, receives no compensation./// 8.) Parkersburg High School Boys Track Boosters; 2101 Dudley Ave, Parkersburg, WV 26101; Boys High School Track Boosters; President; meet 1-2 times per month to help support the boys track team by organizing fundraisers, coordinating meals, help buy equipment & help run meets, oversee finances of the organization and check writing authority; YES Investment Related; Start Date 08/2024; Approximately 6-10 hrs. per month; no compensation.///

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-06-08
  • S63 Uniform Securities Agent State Law Examination
    2001-06-08
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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