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Valmark Advisers, Inc. CRD 108050
$10.2B regulatory AUM 380 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indep. Ins. Sales Agent | San Antonio | TX | 09/2001 | Present |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 09/2019 |
| Lion Street Financial | Dallas | TX | 09/2019 | 01/2023 |
| Lion Street Advisors | Dallas | TX | 09/2019 | 01/2023 |
| Valmark Advisers | Akron | OH | 01/2023 | Present |
| Valmark Securities | Akron | OH | 01/2023 | Present |
C3 Financial Partners; Dallas, TX; Sr. Partner; sales and service of life insurance, disability, and long-term care insurance; investment related; start 02/2010; 20-40 hours/ week; compensation is % of sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-13 |
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