GF
Grant E. Foster
VALMARK ADVISERS
Austin, TX 78701
Some features on this profile are disabled
CRD#: 1447423
GF
Professional summary
Grant Eugene Foster is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Austin, Texas and VALMARK SECURITIES, INC. located in Austin, Texas.
Grant is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Grant has worked at 6 firms and has passed the Series 63, SIE, Series 6 and Series 26 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) FOSTER FINANCIAL GROUP; POSITION: PRESIDENT NATURE: FIXED INSURANCE, LONG TERM CARE, DISABILITY, FIXED ANNUITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 100 INVESTMENT RELATED HOURS: 100 START DATE: 09/01/1974; ADDRESS: 507 W. 18TH ST., AUSTIN TX 78701;DESCRIPTION: PRESENT AND RECOMMEND PRODUCTS FOR ESTATE PLANNING AND CONSERVATION, PROCESS APPLICATION AND SUBMIT FOR UNDERWRITING, AND FOLLOW THROUGH FOR DELIVERY AND PLACEMENT./// 2) GRANT FOSTER - RENTAL INCOME;POSITION: OWNER NATURE: RENTAL INCOME FROM OFFICE RENT INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 11/18/2014;ADDRESS: 507 W 18TH STREET, AUSTIN TX 78701;DESCRIPTION: RENTING SMALL SPACE WITHIN HIS OFFICE BUILDING AT THIS ADDRESS./// 3) JARHEAD JOCK,LLC; POSITION: Sole member NATURE: Set up to hold personal real estate and non qualified securities for asset protection INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START; DATE: 06/02/2020; ADDRESS: 507 West 18th St, Austin TX 78701, United States; DESCRIPTION: Over see personal invest-able assets and real estate.///
CRS (Client Relationship Summary) - RIA
Click below to view Grant Eugene Foster'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
September 23, 2021 - Present
VALMARK ADVISERS, INC.
Office #1: 507 West 18th Street, Austin, TX 78701RIA
CRD#: 108050
Austin, TX
Current
September 23, 2021 - Present
VALMARK SECURITIES, INC.
Office #1: 507 West 18th Street, Austin, TX 78701BD
CRD#: 31243
Austin, TX
Past
December 5, 2012 - September 24, 2021
CAPITAL ANALYSTS
RIA
CRD#: 162200
AUSTIN, TX
Past
June 1, 2012 - September 24, 2021
LINCOLN INVESTMENT
RIA
CRD#: 519
AUSTIN, TX
Past
June 1, 2012 - September 24, 2021
LINCOLN INVESTMENT
BD
CRD#: 519
AUSTIN, TX
Past
September 18, 2002 - June 1, 2012
CINCINNATI ANALYSTS, INC.
RIA
CRD#: 5478
AUSTIN, TX
Past
March 20, 1995 - June 1, 2012
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
AUSTIN, TX
Past
May 16, 1986 - March 17, 1995
FIDELITY EQUITY SERVICES CORPORATION
BD
CRD#: 17455
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
California(9/23/2021)
IAR
California(9/23/2021)
RR
Colorado(10/20/2021)
IAR
Colorado(6/28/2022)
RR
Florida(9/23/2021)
IAR
Florida(9/29/2021)
RR
Georgia(9/23/2021)
IAR
Georgia(9/24/2021)
IAR
Iowa(9/23/2021)
IAR
Minnesota(7/16/2024)
RR
Montana(9/23/2021)
RR
North Carolina(9/23/2021)
RR
Oregon(9/23/2021)
IAR
Oregon(9/23/2021)
RR
Texas(9/23/2021)
IAR
Texas(9/23/2021)
RR
Washington(9/23/2021)
IAR
Washington(3/27/2024)
Exams
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
