BP
Bradley R. Peterson
VALMARK ADVISERS
McCormick, SC
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CRD#: 1738112
BP
Bradley Richard PetersonVALMARK ADVISERS
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.
Aliases
Brad Peterson | Bradley R Peterson
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.) Brad Peterson Insurance Agency, Insurance Agent; Insurance Sales; Not investment related; hours: 10-40 hours/ month; start date: 01/22/2019 Insurance sales with various insurance carriers./// 2.) South Carolina Department of Parks, Recreation & Tourism; McCormick, SC; Program Specialist for state park ; start 12/2023; not investment related; 1-5 hours/month; Hourly wage./// 3.) Savannah Lakes Property Owners Association; 5812 US 378 West, McCormick, SC 29835; Board of Directors; YES Investment Related; Start Date 12/13/2023: YES - Financial interest, All property owners share financial interest\ownership in the association. The association owns all amenities including two golf courses and a recreation center; Approximately 6-10 hrs. per month; This is a volunteer position./// 4.) Savannah Lakes Village Property Owners Association; 5812 US 378 West, McCormick, SC 29835; Investment Subcommittee Member; Our POA has approximately $4 million invested with Charles Schwab. Our investment committee provides recommendations to the Finance Committee and the Board of Directors regarding investment policy and guidance of the investments. All trades are approved by the Board and executed by the CFO with the Schwab investment advisor. I have no direct authority on trades or disbursement of funds; YES Investment Related; Start Date 05/01/2024; My financial interest is as a property owner; Approximately 6-10 hrs. per month; This is a volunteer position, I receive no compensation for my involvement./// 5.) Savannah Lakes Village Property Owners Association; 5812 US 378 West, McCormick, SC 29835; Golf Committee member and liaison to the Board of Directors; start 11/2025; investment related; All property owners share financial interest/ownership in the associations; 1-5 hours/month; volunteer position; no compensation./// 6.) Securitas Security Services USA, Inc; 2623 Washington Road, Bldg C, Augusta, GA 30904; Security Services; Temporary Officer; Temporary Security Services for the Masters Golf Tournament; NOT investment related; April 2026; 21-40 Hrs. per month; Hourly wage for hours worked.///
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Richard Peterson'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
January 4, 2023 - Present
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
McCormick, SC
Current
November 18, 2019 - Present
VALMARK SECURITIES, INC.
BD
CRD#: 31243
McCormick, SC
Past
February 11, 2019 - November 18, 2019
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
WESTERVILLE, OH
Past
July 22, 2016 - January 16, 2019
NYLIFE DISTRIBUTORS LLC
BD
CRD#: 35350
JERSEY CITY, NJ
Past
February 6, 2007 - July 15, 2016
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
WESTERVILLE, OH
Past
February 21, 2006 - January 25, 2007
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
COLUMBUS, OH
Past
July 23, 2001 - February 15, 2006
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
OMAHA, NE
Past
June 7, 1999 - September 17, 1999
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Past
May 14, 1999 - September 17, 1999
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
April 18, 1997 - March 25, 1999
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
December 9, 1987 - August 15, 1995
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Past
December 9, 1987 - April 4, 1997
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
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
Arizona(7/10/2026)
IAR
Missouri(5/6/2025)
RR
Ohio(11/18/2019)
IAR
Ohio(1/5/2023)
IAR
Pennsylvania(5/30/2025)
RR
South Carolina(11/18/2019)
IAR
South Carolina(1/4/2023)
Exams
State Security Law Exam
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)Loading...
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
280
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
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.
