Lance James Spearman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2005 → Present
  Valmark Securities, Inc.
  Mt. Vernon, OH

Other Businesses

1) I SELL GROUP HEALTH & LIFE CONTRACTS WITH CARRIERS OUTSIDE OF EIA. 2) 50% Owner of a home purchased under BCM Enterprises, LLC., 710 S. Main St., Ste.B, Mount Vernon, OH 43050; NOT Investment Related; 1/7/21 Start Date; Approximately 1-5 hrs. per month; No compensation paid.

Other Names

• Champ Spearman