Alexander Adams
Investment adviser representative at Valmark Advisers, Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Valmark Advisers, Inc.Feb 2025 to now
- Valmark Financial GroupFeb 2025 to now
- Valmark Securities, Inc.Feb 2025 to now
- The Commercial and Savings BankjAug 2022 to now
- Cetera Investment Advisers LLCDec 2022 to Jan 2025
- Cetera Investment Services LLCAug 2022 to Jan 2025
- J.P. Morgan Securities LLCMay 2019 to Jul 2022
- JPMorgan Chase Bank, N.A.May 2019 to Jul 2022
- UnemployedApr 2019 to Apr 2019
- Liberty National Life Insurance Co.Jul 2018 to Mar 2019
- The PNC Financial Services Group IncMay 2018 to Jul 2018
- UnemployedApr 2018 to Apr 2018
- The Three30 GroupSep 2017 to Mar 2018
- The Affinity Group & Custom Stark HomesAug 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7124271
- Firm CRD
- 108050