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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 |
|---|---|---|---|
| NM | RA | APPROVED | 2026-07-28 |
| LA | RA | APPROVED | 2026-02-19 |
| AR | RA | APPROVED | 2023-01-20 |
| KY | RA | APPROVED | 2023-01-20 |
| MS | RA | APPROVED | 2023-01-20 |
| OK | RA | APPROVED | 2023-01-20 |
| OH | RA | APPROVED | 2022-11-14 |
| VA | RA | APPROVED | 2022-03-03 |
| CO | RA | APPROVED | 2022-01-17 |
| NC | RA | APPROVED | 2022-01-03 |
| FL | RA | APPROVED | 2021-12-15 |
| UT | RA | APPROVED | 2021-11-30 |
| IL | RA | APPROVED | 2021-11-29 |
| AL | RA | APPROVED | 2021-11-10 |
| MO | RA | APPROVED | 2021-11-10 |
| TX | RA | APPROVED | 2021-11-10 |
| TN | RA | APPROVED | 2021-11-02 |
Branch Locations
5050 Poplar Ave., Suite 1204, Memphis, TN 38157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts Incorporated | Cincinnati | OH | 02/2010 | 10/2021 |
| Lincoln Investment | Memphis | TN | 06/2012 | 10/2021 |
| Valmark Securities, Inc. | Akron | OH | 10/2021 | Present |
| Valmark Advisers, Inc. | Akron | OH | 10/2021 | Present |
FIXED INSURANCE: LIFE/HEALTH/DI/LTC INSURANCE POSITION: Licensed Agent/Broker NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 02/15/2010 ADDRESS: 5050 Poplar Ave, Suite 1204, Memphis TN 38157, United States DESCRIPTION: I solicit, sell, and service fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-23 |
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