GC
Gus H. Comiskey
VALMARK ADVISERS
Houston, TX
Some features on this profile are disabled
CRD#: 1019082
GC
Professional summary
Gus Henry Comiskey JR, who also goes by Jr Gus Henry Comiskey, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Houston, Texas and VALMARK SECURITIES, INC. located in Houston, Texas.
Gus is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Gus has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jr Gus Henry Comiskey
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. I OWN COMISKEY SERVICE & INVESTMENT CORP. (CSIC) WHICH RECEIVES LIFE INSURANCE RENEWALS ON POLICIES SOLD PRIOR TO THE FORMATION OF COMISKEY KAUFMAN, INC. NO NEW BUSINESS IS GENERATED BY THIS ENTITY. I DEVOTE NO TIME TO THIS BUSINESS. 12-1-07 I AM PRESIDENT OF COMISKEY KAUFMAN CONSULTING LLC. I SELL PERSONAL & ESTATE PLANNING LIFE INSURANCE NOT COVERED IN CLARK CONSULTING IND. CONTRACTOR AGREEMENT. I HAVE 50% OWNERSHIP OF THE BUSINESS AND STEPHEN KAUFMAN OWNS 50%. THIS ACTIVITY INVOLVES SECURITIES (INDIVIDUAL VUL). LIFE INSURANCE AND DISABILITY INSURANCE SALES.///
2. MINIMAL INVOLVEMENT ON 4 ADVISORY BOARDS, NON-COMPENSATED POSITIONS: AMERICAN RED CROSS; COX SCHOOL OF BUSINESS; MD ANDERSON CANCER CENTER; CHAPELWOOD UNITED METHODIST CHURCH.///
3. CHILDREN'S LEARNING INSTITUTE; EARLY CHILDHOOD EDUCATION; ADVISORY BOARD; EXCHANGE OF THOUGHTS; NOT INVESTMENT RELATED; NO CLIENT INVOLVEMENT; STARTED 03/2015///
4. EARLY MATTERS; EARLY CHILDHOOD EDUCATION; ADVISOR COMMITTEE; ADVISOR; NOT INVESTMENT RELATED; NO CLIENT INVOLVEMENT; STARTED 10/2014///
5. NATIONAL ACCOUNT SERVICES; LOS ANGELES, CA; REVIEW COMPANY PBM'S; SALES; NOT INVESTMENT RELATED; NO CLIENT INVOLVEMENT; STARTED 02/2015///
6. NFP; GROUP LIFE AND DISABILITY SALES; NOT INVESTMENT RELATED; NO CLIENT INVOLVEMENT; STARTED 01/2014///
7. SPRINGSPIRIT BASEBALL; HOUSTON, TX; AFTER SCHOOL PROGRAM IN POVERTY AREA; ADVISOR BOARD; OVERSEE DEVELOPMENT; NOT INVESTMENT RELATED; NO CLIENT INVOLVEMENT; STARTED 01/2007///
8. UT HEALTH; HOUSTON, TX; U OF T HEALTH SYSTEM; ADVISOR; NOT INVESTMENT RELATED; NO CLIENT INVOLVEMENT; STARTED 03/2015///
9. FULCRUM PARTNERS LLC; EXECUTIVE BENEFITS CONSULTING, AND SALES OF LIFE INSURANCE; 5120 WOODWAY, SUITE 6002, HOUSTON, TEXAS 77056; MANAGING DIRECTOR, CONSULTING AND SALES; STARTED 01/01/2012; INVESTMENT RELATED; I OWN ABOUT 1/15 INTEREST AND PICK UP 1/15 OF EXPENSES; COMPENSATION PAID THRU VALMARK
10. SPRING BRANCH CENTER BUILDING FOUNDATION, 8575 PITNER RD, HOUSTON 77080; NOT FOR PROFIT OWNER OF THREE BUILDINGS, LEASED TO NOT FOR PROFITS; BOARD MEMBER, AND TREASURER; OVERSEE FINANCIALS, AND SIT ON BOARD; STARTED 01/01/2012; NOT FINANCIAL INTEREST; NOT INVESTMENT RELATED; NO COMPENSATION.
11. COLABORATIVE FOR CHILDREN; 1111 NORTH LOOP WEST, SUITE 6000, HOUSTON, TX 77008; IMPROVES QUALITY OF EARLY EDUCATION IN GREATER HOUSTON; ADVISORY BOARD; NOT INVESTMENT RELATED; STARTED 06/01/2016; NO COMP
12. RYEPATH, INC., 24971 SAUSALITO STREET, LAGUNA HILLS, CA 92653; MARKETING; INVESTOR; INVESTMENT RELATED; STARTED 08/2016; STOCKHOLDER; NO COMP
CRS (Client Relationship Summary) - RIA
Click below to view Gus Henry Comiskey JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 12, 2011 - Present
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
Houston, TX
Current
March 5, 2010 - Present
VALMARK SECURITIES, INC.
BD
CRD#: 31243
Houston, TX
Past
September 17, 2002 - March 25, 2011
CLARK SECURITIES, INC.
BD
CRD#: 43803
HOUSTON, TX
Past
December 5, 2000 - September 19, 2002
M HOLDINGS SECURITIES, INC.
RIA
CRD#: 43285
HOUSTON, TX
Past
December 5, 2000 - September 19, 2002
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
PORTLAND, OR
Past
October 6, 1987 - December 5, 2000
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
June 25, 1985 - April 5, 1988
KAVANAUGH SECURITIES, INC.
BD
CRD#: 10606
Past
June 19, 1983 - July 2, 1985
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BD
CRD#: 13256
Past
January 25, 1982 - June 29, 1985
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Louisiana(6/9/2011)
RR
Louisiana(2/27/2013)
RR
New York(12/2/2015)
RR
Texas(3/5/2010)
IAR
Texas(5/12/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
