JG
Julian H. Good
VALMARK ADVISERS
METAIRIE, LA 70002
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CRD#: 1068989
JG
Professional summary
Julian Herman Good JR, ChFC®, CLU®, who also goes by Julian Herman Good, Julian Herman (jr) Good, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Metairie, Louisiana and VALMARK SECURITIES, INC. located in Metairie, Louisiana.
Julian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Julian has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Julian Herman Good | Julian Herman (jr) Good
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.Individual health insurance and Individual Medicare supplement insurance policies through Blue Cross Blue Shield of LA & Mutual of Omaha./// 2.Group short-term disability, long-term disability, life insurance, AD&D, dental & vision to small & mid-size firms. Use a variety of carriers - Guardian, Reliance Standard, Principal Financial, Blue Cross Blue Shield of LA; Approximately 5-10 hrs. per week./// 3.Specialty individual health insurance, disability insurance products sold through Petersen International (Lloyd's of London broker); only use when needed for specialty cases. Less than 1 hour per week, Monday-Friday during the day. 0 hours per week evenings and weekends./// 4. Owner/Principal; Serve as an expert witness in cases related to fixed and/or variable life insurance; fixed and/or variable annuities; disability income insurance; and long term care insurance products; Metairie, LA; Fee based Case Review and Preparation, Depositions, and Testifying in Court; not investment related; compensation: Hourly fees; three different hourly fees based upon the type of work involved: (1) Case review and preparation, in office or virtual meetings with other parties; (2) Depositions; (3) Testifying in Court. /// 5. Touro Infirmary; Board Member; Member of the Touro Infimary's governing board.; 1401 Foucher St. New Orleans, LA 70115; Volunteer duties include finance committee, quality committee.; Start Date: 6/1/2022; 6-10 hours per month; not investment related; no compensation. /// 6.) Good Financial Group LLC; Metairie, LA; start date 11/2012; Sole Owner/Principal; 100% owner; Financial Planning and Consulting/Advisory; Hourly fee based servicing/consulting Life, Disability, Long Term Care insurance sales; fixed and variable annuity sales; fee-based wealth management; investment related; 40+ hours/month; compensation draw and bonus./// 7.) Aurum Insurance Partners, LLC; 72 Taunton St., Plainville, MA 02762; Sales, marketing, life insurance policy management, design, underwriting, and advocacy through Valmark Financial Group; Partner, Sales, marketing, life insurance policy management, design, underwriting, and advocacy through Valmark Financial Group; YES Investment Related; Start Date 08/14/2025; Approximately 11-20 hrs. per month; compensated by PMC fees for policy management, life insurance commissions.///
CRS (Client Relationship Summary) - RIA
Click below to view Julian Herman Good 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®
Experience
Current
October 11, 2013 - Present
VALMARK ADVISERS, INC.
Office #1: 3445 North Causeway Blvd. Suite 903, Metairie, LA 70002RIA
CRD#: 108050
METAIRIE, LA
Current
October 4, 2013 - Present
VALMARK SECURITIES, INC.
Office #1: 3445 North Causeway Boulevard Suite 903, Metairie, LA 70002BD
CRD#: 31243
METAIRIE, LA
Past
November 13, 2002 - October 9, 2013
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
METAIRIE, LA
Past
April 8, 1992 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
METAIRIE, LA
Past
April 8, 1992 - October 9, 2013
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
METAIRIE, LA
Past
December 2, 1982 - March 30, 1992
GREEN HILL FINANCIAL SERVICE CORPORATION
BD
CRD#: 4882
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
Alabama(1/2/2014)
RR
Arizona(8/31/2020)
IAR
Arizona(9/30/2020)
RR
Arkansas(1/14/2022)
RR
California(3/29/2018)
RR
District of Columbia(10/4/2013)
IAR
District of Columbia(3/24/2015)
IAR
Florida(7/10/2014)
RR
Georgia(10/4/2013)
IAR
Georgia(10/15/2013)
RR
Indiana(10/4/2013)
IAR
Indiana(7/28/2023)
RR
Kansas(1/20/2014)
RR
Kentucky(1/14/2022)
RR
Louisiana(10/4/2013)
IAR
Louisiana(10/11/2013)
RR
Maryland(10/4/2013)
IAR
Maryland(9/30/2021)
RR
Massachusetts(5/2/2022)
RR
Mississippi(10/4/2013)
IAR
Mississippi(10/11/2013)
RR
Missouri(9/30/2016)
RR
North Carolina(10/4/2013)
RR
Ohio(1/14/2022)
RR
Oregon(1/14/2022)
IAR
Pennsylvania(5/20/2021)
RR
South Carolina(1/14/2022)
RR
Texas(10/4/2013)
RR
Virginia(10/4/2013)
IAR
Virginia(1/4/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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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Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Metairie, LA 70002TRUST BUT VERIFY
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Contact information
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