Valmark Securities, Inc.
Firm details
- Headquarters
- Akron, Ohio
- CRD number
- 31243
- Registered since
- January 22, 1993
- Website
- valmarkfg.com
Firm profile
FINTRXOverview
Valmark Securities, Inc. is a corporate entity registered with the SEC since 1993. FINTRX classifies the firm as unclassified and lists the owner type as a domestic entity and individual. The profile in the database does not show any declared advisory activities, fee structure, or client segments, and it is flagged as not being an active ESG investor, not a multi-state adviser, and not a capital allocator. Related-adviser status is listed as no.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 36
Patricia Moore
Chief Operating OfficerCRD 5713558
John Demboski
CEOCRD 4320709
Cynthia Cano
Chief Compliance OfficerCRD 5617830
Contacts
3 of 398
Burns Lowry
PrincipalCRD 1039498
Matthew Schuster
Registered RepresentativeCRD 6667196
Paige Kock
Financial AdvisorCRD 4232635
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Akron, OH
Summit
Location
Akron, OH
Headquartered in Akron, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Summit
- Address
- 130 Springside Dr
- Time zone
- ET (UTC-5)
- Office locations
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