Robert H. Bradford

VALMARK ADVISERS

Flowood, MS 39232

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CRD#: 1324228

Professional summary

Robert Hardeman Bradford, who also goes by Robert H Bradford, Robert Harderman Bradford, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Flowood, Mississippi and VALMARK SECURITIES, INC. located in Flowood, Mississippi.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert H Bradford | Robert Harderman Bradford

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. Executive Insurance Agency/Not Inv-Related/Akron, OH/Insurance Agency licensed to sell life and health/ Agent/4-1999/1 hrs. Mo during trading hrs./sell and service life and health policy for a commission./// 2. Valmark Advisers, Inc/Inv-Related/Akron, OH/RIA Firm/IAR/3-2018/40 hrs. Mo during trading hrs/IAR provide third party asset management services to clients for a fee./// 3. Valmark Securities, Inc/Inv-Related/Akron, OH/Broker-Dealer/RR/4-1999/42 hrs. Mo during trading hrs/Registered Representative sell securities products for a commission.///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Hardeman Bradford's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 22, 2018 - Present

VALMARK ADVISERS, INC.

Office #1: 12 River Bend Place Suite 101, Flowood, MS 39232

RIA

CRD#: 108050

Flowood, MS

Current

April 12, 1999 - Present

VALMARK SECURITIES, INC.

Office #1: 12 River Bend Place Suite 101, Flowood, MS 39232

CRD#: 31243

Flowood, MS

Past

May 20, 2002 - June 5, 2002

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

JACKSON, MS

Past

September 7, 2000 - December 31, 2024

CENTERPOINT ADVANTAGE, LLC

RIA

CRD#: 116656

Flowood, MS

Past

December 4, 1984 - April 13, 1999

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Alabama
(6/14/2000)

IAR

Alabama
(10/30/2024)

Indiana
(1/31/2019)

Mississippi
(4/12/1999)

IAR

Mississippi
(3/22/2018)

North Carolina
(4/12/1999)

Tennessee
(1/21/2019)

Texas
(11/28/2012)

Virginia
(2/17/2023)

Washington
(10/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/22/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/6/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/1985

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 1/21/1985

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 12/3/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/4/1999

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Robert H. Bradford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Hardeman Bradford's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

VALMARK ADVISERS, INC.

CENTERPOINT ADVANTAGE, LLC

THE O.N. EQUITY SALES COMPANY

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/1998

Series 63

Date: 2/6/1988

SIE

Date: 10/1/2018

Series 7

Date: 12/21/1985

Series 22

Date: 1/21/1985

Series 6

Date: 12/3/1984

Series 24

Date: 10/4/1999

FINRA

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

Contact information

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