TH
Todd S. Healy
VALMARK ADVISERS
Dallas, TX
Some features on this profile are disabled
CRD#: 1039615
TH
Professional summary
Todd Sheppard Healy is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Dallas, Texas and VALMARK SECURITIES, INC. located in Dallas, Texas.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Todd has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Dallas Charitable Council of Gift Planners; P.O. Box 38553, Dallas, TX 75238-8553; Member; Attend monthly meetings; NOT Investment Related; Start Date 15+ years ago; Approximately 1-5 hrs. per month; No Compensation./// 2) Healy Partners LLC; 8401 N. Central Expressway, #645, Dallas, TX 75225; Life Insurance Sales; Principal/Owner; NOT Investment Related: Start Date 3/18/2019; Approximately 40+ hrs. per month; Commissions from product sales./// 3) Dallas Estate Planning Council; PO Box 38553, Dallas, TX 75238-8553; Member; Attend monthly meetings; NOT Investment Related; Start Date 15+ yrs ago; Approximately 1-5 hrs. per month; No Compensation./// 4) Dallas Jewish Community Foundation Board of Trustees; 12700 Hillcrest Rd #201,Dallas, TX 73052; Board of Trustees; Be an ambassador for DJCF within your other constituencies and networks, attend all scheduled board meetings (4/year), Actively participate in one standing committee and attend and drive attendance for major DJCF functions; NOT Investment Related; Start Date 12/2022; Approximately 1-5 hrs. per month; No Compensation./// 5) C3 Financial Partners, LLC; 8401 N. Central Expressway, #645, Dallas Tx 75225; Life insurance sales; 100% Owner; NOT Investment Related; Start Date 3/18/2019; Approximately 40+ hrs. per month; Commissions from product sales./// 6) Estate Planning Council of North Texas; PO Box 38553, Dallas, TX 75238-8553; Member; Attend monthly meetings; NOT Investment Related; Start Date 15+ yrs. ago; Approximately 1-5 hrs. per month; No Compensation./// 7) YMCA Foundation Planned Giving Council; 146 Town Center Blvd., Coppell, TX 75019; Advisory Council Member; NOT Investment Related: Approximately 1-5 hrs. per month; No Compensation./// 8) Forbes Marketplace Advisory Board; 251 Little Falls Dr., Wilmington, DE 19808; Publication; Advisory Board Member; Author byline articles on Forbes.com; NOT Investment Related; Approximately 1-5 hrs. per month; Non-paying position./// 9) Park City Club Board of Governors; 5956 Sherry Lane, Ste. 1700, Dallas, TX 75225; Private club - a place to entertain guests and conduct business; Board of Governors; 1. The Board of Governors, comprised of 15 to 20 members of the Club, serves in an advisory capacity. 2. The Board of Governors serves as the vital communications link between the general membership and Club management. When other Club members view the Board as acting on their behalf, they also feel a special sense of commitment to the Club, 3.The Board of Governors directs its attention to such matters as Club rules, food and beverage, standard of excellence, membership development, service, d�cor, activities and other relevant matters affecting the Club's membership, 4. Members of the Board of Governors serve without compensation and assume no financial or other liability in connection with their voluntary association, 5.The Board of Governors meets quarterly. There are three meetings that are hour-long luncheon meetings and one dinner meeting in October honoring our outgoing and incoming Board members. Spouses/guests are welcome to attend the dinner. The first event as an acting Board Member in 2024 will be the Board of Governors Dinner on Tuesday, October 15, 2024, which will begin at 6:30 p.m, 6. Board members will be invited to attend at least one Prospective Member Reception a year and are encouraged to participate in Club special events, 7.Board members serve a term of three years in accordance with the rotation procedures; NOT Investment Related; Start Date 10/15/2024; Approximately 1-5 hrs. per month; No compensation.///
CRS (Client Relationship Summary) - RIA
Click below to view Todd Sheppard Healy'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
January 9, 2023 - Present
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
Dallas, TX
Current
January 9, 2023 - Present
VALMARK SECURITIES, INC.
BD
CRD#: 31243
Dallas, TX
Past
September 9, 2019 - January 9, 2023
LION STREET ADVISORS, LLC
RIA
CRD#: 167610
DALLAS, TX
Past
September 9, 2019 - January 9, 2023
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
DALLAS, TX
Past
April 19, 2016 - September 10, 2019
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
DALLAS, TX
Past
March 14, 2013 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
DALLAS, TX
Past
March 14, 2013 - September 10, 2019
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
DALLAS, TX
Past
September 8, 1997 - March 24, 2011
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
DALLAS, TX
Past
September 8, 1997 - March 24, 2011
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
DALLAS, TX
Past
January 21, 1992 - September 15, 1997
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
July 3, 1986 - November 25, 1991
CONSECO FINANCIAL SERVICES, INC.
BD
CRD#: 629
CARMEL, IN
Past
July 19, 1982 - July 3, 1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
BD
CRD#: 3461
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
RR
Colorado(1/9/2023)
RR
Florida(5/27/2025)
RR
Missouri(1/10/2023)
RR
New York(1/27/2023)
RR
North Carolina(1/9/2023)
RR
Texas(1/9/2023)
IAR
Texas(1/9/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
