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 organized as a corporation and has been SEC-registered since 1993. Ownership is listed as a mix of a domestic entity and an individual. The firm’s regulatory profile in the source data is minimal: it is categorized as "Unclassified," it is not identified as a capital allocator, and it is not flagged as an active ESG investor. The record also indicates the firm is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.
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 402
Burns Lowry
PrincipalCRD 1039498
Keenan Streitmatter
Insurance SpecialistCRD 8233726
Matthew Schuster
Registered RepresentativeCRD 6667196
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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