PH
Paul A. Harris
VALMARK ADVISERS
Fort Myers, FL 33919-1076
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CRD#: 1247961
PH
Professional summary
Paul Aubrey Harris, ChFC®, CLU® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Fort Myers, Florida and VALMARK SECURITIES, INC. located in Fort Myers, Florida.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Paul has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 22 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) Paul Harris Financials, Is Not Investment Related,"4560 Via Royale, Suite 4B, Fort Myers, FL, 33919-1076, United States", Book Selling/Writing,Author,2017-08-01,4 hours per month,0 hours per month during trading hours, No Compensation Compensation, "Promotion of books I've written, promote my business."/// 2) P&B Partnership, Is Investment Related,4560 Via Royale, Suite 4B, Fort Myers, FL, 33919,Office/Rental Building ,Partner,1999-01-01,2 hours per month,0 hours per month during trading hours, No Compensation Compensation, Building maintenance /// 3) Appointments with multiple carriers, Is Not Investment Related,4560 Via Royale, Suite 4B, Fort Myers, FL, 33919,Insurance ,Personal Producing General Agent,2002-05-01,40 hours per month,180 hours per month during trading hours, Commission Compensation, Compensation - selling life insurance products; Financial Advisor. 40+hours/month./// 4) FFR Group LLC-H & H Insurance LLC,Is Not Investment Related,"514 Fullerton Ave, , Whitehall, PA, 18052, United States", Insurance, partner/producer,7/1/2024,2 hours per month,0 hours per month during trading hours, Commission Compensation, agent/// 5) Ph Financial Advisors ; Paul A. Harris, Inc.; ,Is Investment Related,"4560 Via Royale STE 4B, , Fort Myers, FL, 33919, United States", Investment/Insurance, Owner/President,5/21/2024,40 hours per month,182 hours per month during trading hours, Other Compensation./// 6) Agent; H & H Insurance Service; 514 Fullerton Ave. Whitehall, PA 18052; insurance sales; partner/producer; start 07/2024; investment related; 1-5 hours/ month; partnership to receive overrides./// 7) SouthWest Florida Association of Health Underwriters, Inc.; 4560 Via Royale, Suite 4B, Fort Myers, FL 33919; Association of insurance and benefit providers; Treasurer; Receipt and deposit and check writing abilities, Following budget; Not Investment Related; Start Date 07/01/2025; Approximately 1-5 hrs. per month; No Compensation./// 8.) 1975 Fort Myers High School 50th Reunion Committee; 4560 Via Royale Suite 4B Fort Myers, FL 33919; High School Reunion Committee; President/Treasurer; Run committee meetings and report on financials; NOT investment related; Start date 08/01/2025; Approximately 1-5 hrs. per month; No Compensation/ volunteer.///
CRS (Client Relationship Summary) - RIA
Click below to view Paul Aubrey Harris'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 29, 2024 - Present
VALMARK ADVISERS, INC.
Office #1: 4560 Via Royale, Suite 4b, Fort Myers, FL 33919-1076RIA
CRD#: 108050
Fort Myers, FL
Current
October 28, 2024 - Present
VALMARK SECURITIES, INC.
Office #1: 4560 Via Royale Suite 4b, Fort Myers, FL 33919BD
CRD#: 31243
Fort Myers, FL
Past
November 20, 2023 - October 29, 2024
SILVER OAK SECURITIES, INCORPORATED
BD
CRD#: 46947
Fort Myers, FL
Past
April 1, 2005 - November 2, 2023
TRIAD ADVISORS LLC
BD
CRD#: 25803
FT. MYERS, FL
Past
January 26, 2004 - November 26, 2024
CAPITAL CITIES INVESTMENTS
RIA
CRD#: 116185
FORT MYERS, FL
Past
August 13, 2003 - October 27, 2004
MUTUAL SERVICE CORPORATION
RIA
CRD#: 4806
FORT MYERS, FL
Past
January 27, 1989 - April 1, 2005
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
March 28, 1984 - January 30, 1989
JOHN HANCOCK DISTRIBUTORS LLC
BD
CRD#: 5249
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
Alabama(6/20/2025)
RR
Alabama(8/7/2025)
RR
Arkansas(10/28/2024)
IAR
Arkansas(10/29/2024)
RR
California(10/31/2024)
IAR
California(10/31/2024)
RR
Colorado(6/16/2025)
IAR
Delaware(4/11/2025)
RR
Florida(10/28/2024)
IAR
Florida(10/31/2024)
RR
Georgia(10/28/2024)
IAR
Georgia(10/31/2024)
IAR
Illinois(11/8/2024)
RR
Indiana(10/28/2024)
IAR
Indiana(10/29/2024)
IAR
Kentucky(10/29/2024)
RR
Nevada(10/28/2024)
IAR
Nevada(10/31/2024)
IAR
New Jersey(10/29/2024)
RR
New York(10/28/2024)
IAR
New York(10/29/2024)
IAR
North Carolina(2/10/2025)
RR
Ohio(10/28/2024)
IAR
Ohio(10/29/2024)
IAR
Oklahoma(10/29/2024)
RR
Pennsylvania(10/28/2024)
IAR
Pennsylvania(10/29/2024)
IAR
Texas(10/29/2024)
RR
Virginia(10/28/2024)
IAR
Virginia(10/29/2024)
Exams
State Security Law Exam
State Security Law 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Fort Myers, FL 33919-1076TRUST BUT VERIFY
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