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Christopher Allen Klimash

Valmark Advisers, Inc.

Falmouth, ME

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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-06-29
AZ RA APPROVED 2025-08-15
NJ RA APPROVED 2024-11-26
NH RA APPROVED 2022-01-25
NY RA APPROVED 2021-04-06
MA RA APPROVED 2015-04-13
FL RA APPROVED 2015-04-02
CA RA APPROVED 2015-03-26
ME RA APPROVED 2015-03-25
  • NC RA
    APPROVED
    Since 2026-06-29
  • AZ RA
    APPROVED
    Since 2025-08-15
  • NJ RA
    APPROVED
    Since 2024-11-26
  • NH RA
    APPROVED
    Since 2022-01-25
  • NY RA
    APPROVED
    Since 2021-04-06
  • MA RA
    APPROVED
    Since 2015-04-13
  • FL RA
    APPROVED
    Since 2015-04-02
  • CA RA
    APPROVED
    Since 2015-03-26
  • ME RA
    APPROVED
    Since 2015-03-25

Branch Locations

366 Us Route One, Falmouth, ME 04105 • 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
Rbc Capital Markets, Llc Portland ME 04/2009 Present
Valmark Advisers, Inc. Akron OH 03/2015 Present
Valmark Securities, Inc. Akron OH 03/2015 Present
Previous Registrations
  • 2009-04-17 → 2015-04-10
    Portland, ME
  • 2007-04-02 → 2009-04-21
    Morgan Stanley & Co. Llc
    Portland, ME
  • 2002-06-03 → 2007-04-02
    Morgan Stanley Dw Inc.
    Portland, ME
    Portland, ME
Other Businesses

1.) Lebel & Harriman, LLP; 366 US Route One, Falmouth, ME 04105; Retirement Advisor, Financial Planning/Retirement Planning/Investment Management; YES Investment Related; Start Date 03/2015; Approximately 40+ hrs. per month; Lebel & Harriman pays a salary to me.///

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-10-12
  • S66 Uniform Combined State Law Examination
    1998-10-12
Other Names
  • Chris Klimash

View on SEC IAPD

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