Bradley R. Peterson
Professional summary
Bradley Richard Peterson, who also goes by Brad Peterson, Bradley R Peterson, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Mccormick, South Carolina and VALMARK SECURITIES, INC. located in Mccormick, South Carolina.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Bradley has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Richard Peterson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2023 - Present
VALMARK ADVISERS, INC.
November 18, 2019 - Present
VALMARK SECURITIES, INC.
February 11, 2019 - November 18, 2019
FARMERS FINANCIAL SOLUTIONS, LLC
July 22, 2016 - January 16, 2019
NYLIFE DISTRIBUTORS LLC
February 6, 2007 - July 15, 2016
LINCOLN FINANCIAL DISTRIBUTORS, INC.
February 21, 2006 - January 25, 2007
NATIONWIDE INVESTMENT SERVICES CORPORATION
July 23, 2001 - February 15, 2006
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
June 7, 1999 - September 17, 1999
MSI FINANCIAL SERVICES, INC.
May 14, 1999 - September 17, 1999
METROPOLITAN LIFE INSURANCE COMPANY
April 18, 1997 - March 25, 1999
PRUCO SECURITIES, LLC.
December 9, 1987 - August 15, 1995
MSI FINANCIAL SERVICES, INC.
December 9, 1987 - April 4, 1997
METROPOLITAN LIFE INSURANCE COMPANY
Primary Firm SEC Registration
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/6/2025)
(11/18/2019)
(1/5/2023)
(5/30/2025)
(11/18/2019)
(1/4/2023)
Exams
FINRA
Current Firm
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 20,881 |
| AUM (Assets Under Management) | $ 10,166,311,019 |
Red Flags
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