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Craig Eugene Cayford

CRD# 2073600·Registered 1990 - 2024
Previously Registered: Being a previously registered professional could mean that Craig is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Craig Eugene Cayford, who also goes by Craig E Cayford, Craig Cayford, was a registered financial advisor. Craig was a previously registered financial professional and started their career in finance 1990 - 2024. Craig had worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Craig E Cayford, Craig Cayford

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

36 years in the financial services industry

Current & Past Employments

VALMARK SECURITIES, INC.·CRD# 31243
BD
Beaverton, OR
May 3, 2011 - May 21, 2024
CLARK SECURITIES, INC.·CRD# 43803
BD
Greensboro, NC
April 27, 2001 - May 4, 2011
WESTPORT FINANCIAL SERVICES, L.L.C.·CRD# 38449
BD
Jacksonville, FL
September 19, 1996 - April 27, 2001
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Springfield, MA
August 7, 1996 - October 8, 1996
SSSH EQUITIES, INC.·CRD# 23228
BD
October 31, 1990 - May 19, 1995

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Current Firm

VS
VALMARK SECURITIES, INC.

VALMARK SECURITIES, INC.

CRD#: 31243 / SEC#: 8-45463
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

130 Springside Drive Suite 300, Akron, OH 44333-2431

Mailing Address

130 Springside Drive Suite 300, Akron, OH 44333-2431

Phone Number

(800) 765-5201

Established

Ohio since 12/08/1992

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VALMARK INVESTMENTS, LLCSHAREHOLDER—
CALLAHAN, CALEB JONATHANEVP, CHIEF OPERATING OFFICER5011454
KOZENKO, ELIZABETH ERINFINOP6218110
RYBKA, LAWRENCE JOSEPHPRESIDENT, CEO1661511
WILBURN, DOUGLAS FREDERICKCHIEF COMPLIANCE OFFICER/GENERAL COUNSEL1407686

Disclosures

Regulatory Event

4

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1990About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1990About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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