Franklin Lamar Stitely

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

• 05/1990 → Present
  Sk Cpa's & Business Advisors Pllc
  Chantilly, VA

Other Businesses

1.) SK CPA's & Business Advisors, PLLC; Chantilly, VA ; start 11/1989; CPA Firm; Managing Member; Manage CPA firm in tax preparation and accounting; not investment related; 51% owner; 40+ hours/month; Salary./// 2.) Clarity Practice Management, LLC; Chantilly, VA; start 01/2015; Member; Provides practice management software for CPA and tax preparation firms; Administrative and some marketing activities; 40% ownership; 6-10 hours/month; future compensation with sales.///

Exams

• S66 Uniform Combined State Law Examination
  2023-10-20

Other Names

• Franklin Lamar Stitely
• Frank L Stitely
• Franklin Lamar Stitely