Adam John Bailey
Investment adviser representative at Valmark Advisers, Inc.
30 yearsExperience
16 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
30 years in the industry.
- Valmark Advisers, Inc.Nov 2022 to now
- Valmark Securities, Inc.Nov 2022 to now
- LPL Financial LLCAug 2020 to Nov 2022
- Senior Styles LLCJul 2015 to Mar 2017
- Cetera Advisors LLCJan 2013 to Aug 2020
- Tagge Rutherford Financial GroupJan 1996 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 16 states (AZ, CA, CO, FL, IA, IL, IN, KS, MA, MN, MO, NC, NE, OH, TX, 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
- 2947092
- Firm CRD
- 108050