Mark Joseph Giraud
Investment adviser representative at Valmark Advisers, Inc.
13 yearsExperience
13 statesRegistered in
CFP® certificationDesignation
$10.2BFirm assets
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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
13 years in the industry.
- Valmark Advisers, Inc.Jan 2024 to now
- Valmark Advisors, Inc.Jan 2024 to now
- Valmark Securities, Inc.Jan 2024 to now
- Mark GiraudJul 2013 to now
- Uncompromising FinancialSep 2020 to Dec 2023
- United Planners' Financial ServicesJul 2013 to Jan 2024
- VantaquestJul 2013 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 13 states (AZ, CA, DE, FL, GA, ID, KS, LA, NC, SC, TX, VA, WA).
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
- 6114037
- Firm CRD
- 108050