Individual Firm
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SAMUEL HAND ROBERT
SAMUEL ROBERT
CRD#: 4845714
IA
B
VALMARK ADVISERS, INC.CRD#: 108050 Roanoke, TX
VALMARK SECURITIES, INC.CRD#: 31243 130 SPRINGSIDE DRIVE
SUITE 300
AKRON, OH 44333
SUITE 300
AKRON, OH 44333
0
Disclosures
19
Years of Experience
View By:
State Registrations
B
Alabama 2/19/2024
B
Mississippi 6/14/2022
B
Arizona 7/5/2023
B
Nevada 3/20/2024
B
California 1/3/2024
B
New York 2/19/2024
B
Colorado 2/19/2024
B
North Carolina 1/3/2024
B
Connecticut 2/19/2024
B
Oregon 3/20/2024
B
Florida 2/19/2024
B
Pennsylvania 7/11/2022
B
Georgia 7/5/2023
B
South Dakota 3/20/2024
B
Illinois 3/20/2024
B
Texas 1/31/2022
B
Indiana 2/19/2024
IA
Texas 2/4/2022
B
Maryland 2/19/2024
B
Virginia 3/20/2024
B
Massachusetts 2/19/2024
B
Washington 2/19/2024
B
Minnesota 3/20/2024
SRO Registrations
B
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IA
B
Registered with this firm since 1/31/2022
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/05/2018 - 01/24/2022 | Dallas, TX | |
B | 05/12/2011 - 01/24/2022 | Dallas, TX | |
IA | 05/19/2011 - 12/22/2017 | Dallas, TX | |
B | 09/12/2007 - 04/29/2011 | DALLAS, TX | |
IA | 07/01/2005 - 01/03/2007 | ARLINGTON, TX | |
B | 07/01/2005 - 01/03/2007 | ARLINGTON, TX | |
IA | 11/12/2004 - 06/17/2005 | DALLAS, TX | |
B | 10/25/2004 - 06/17/2005 | WEEHAWKEN, NJ |
For additional information about investment advisers or broker-dealers, please visit
B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.