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Frederick Vallette Mcnair

Valmark Advisers, Inc.

Annapolis, MD

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Current Employers
Valmark Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
CO RA APPROVED 2025-01-01
FL RA APPROVED 2025-01-01
MD RA APPROVED 2025-01-01
PA RA APPROVED 2002-04-04
NC RA APPROVED 2002-04-01
VA RA APPROVED 2001-08-02
  • CA RA
    APPROVED
    Since 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01
  • PA RA
    APPROVED
    Since 2002-04-04
  • NC RA
    APPROVED
    Since 2002-04-01
  • VA RA
    APPROVED
    Since 2001-08-02

Branch Locations

Annapolis, MD • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcnair & Company Inc/Minnesota Mutual Mclean VA 04/1987 Present
Minnesote Mutual Life St. Paul MN 06/1988 Present
Valmark Securities Akron OH 07/2001 Present
Valmark Advisers, Inc. Annapolis MD 07/2001 Present
  • 04/1987 → Present
    Mcnair & Company Inc/Minnesota Mutual
    Mclean, VA
  • 06/1988 → Present
    Minnesote Mutual Life
    St. Paul, MN
  • 07/2001 → Present
    Valmark Securities
    Akron, OH
  • 07/2001 → Present
    Annapolis, MD
Other Businesses

I RECEIVE COMMISSIONS FROM 1)INSURANCE SALES-VARIOUS COMPANIES, 2)INDEPENDENT BENEFIT SERVICES;3)PRINCIPAL FINANCIAL GROUP; 4)UNUM; AND 5) NQDC MUTUAL FUND PLATFORM FEES GENERATED THROUGH THE PRINCIPAL FG ARE PAID DIRECTLY TO VALMARK B/D-THEN TO MCNAIR & CO. 6)RENEWAL COMMISSIONS FROM OUTSIDE BROKERAGE FOR DI, LTC AND LIFE(PRIOR TO JOINING VALMARK/EIA, NON-MINNESOTA LFIE BUSINESS ARE PAID DIRECTLY TO MCNCO./// 7) The Guardian Life Insurance Company, General Agency First Financial Group, term conversion policy, not investment related, 1-5 hours per month, receives compensation, started 2/2020

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-21
S63 Uniform Securities Agent State Law Examination 1986-08-19
  • S65 Uniform Investment Adviser Law Examination
    1998-12-21
  • S63 Uniform Securities Agent State Law Examination
    1986-08-19
Other Names
  • Fred Mcnair

View on SEC IAPD

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