Mark Alan Morris
Investment adviser representative at Valmark Advisers, Inc.
21 yearsExperience
15 statesRegistered in
$10.2BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Valmark Advisers, Inc.Jan 2006 to now
- Valmark Securities, Inc.Dec 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 15 states (FL, GA, IN, KY, MI, NC, NY, OH, OR, PA, SC, TX, UT, VA, WI).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2334969
- Firm CRD
- 108050