Dylan Campbell Costello - Investment Adviser at VALMARK ADVISERS, INC.

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Detailed ReportReport

Dylan Campbell Costello

Dylan Costello

CRD#: 7052071

Investment Adviser

Broker

VALMARK ADVISERS, INC.CRD#: 108050

8855 Research Dr. Suite 200
Irvine, CA 92618

VALMARK SECURITIES, INC.CRD#: 31243

9890 Irvine Center Drive
Irvine, CA 92618

Disclosures

Disclosures

0 Disclosures

Registration History

License(s)

State Registrations

California 7/1/2022

Oregon 2/20/2025

California 7/5/2022

Oregon 2/20/2025

SRO Registrations

FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.

Current Registration(s)

VALMARK ADVISERS, INC. (CRD#:108050)

8855 Research Dr. Suite 200, Irvine, CA 92618

Registered with this firm since 7/5/2022

VALMARK SECURITIES, INC. (CRD#:31243)

9890 Irvine Center Drive, Irvine, CA 92618

Registered with this firm since 7/1/2022

Previous Registration(s)

th hidden text	th hidden text	Name	Location
IA	09/09/2022 - 07/31/2023	FDP WEALTH MANAGEMENT, LLC (CRD#:154597)	IRVINE, CA
IA	07/17/2019 - 07/07/2022	SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296)	NEWPORT BEACH, CA
B	03/01/2019 - 07/07/2022	SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296)	NEWPORT BEACH, CA

FDP WEALTH MANAGEMENT, LLC (CRD#:154597)

IRVINE, CA

09/09/2022 - 07/31/2023

SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296)

NEWPORT BEACH, CA

07/17/2019 - 07/07/2022

SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296)

NEWPORT BEACH, CA

03/01/2019 - 07/07/2022

For additional information about investment advisers or broker-dealers, please visit

www.investor.gov

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.

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

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.