Charles O. Moore
Professional summary
Charles Owen Moore, who also goes by Chuck Moore, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Mason, Michigan and VALMARK SECURITIES, INC. located in Mason, Michigan.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Charles has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Owen Moore's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 26, 2011 - Present
VALMARK ADVISERS, INC.
Office #1: 140 E. Ash Street, Mason, MI 48854October 25, 2011 - Present
VALMARK SECURITIES, INC.
Office #1: 140 E. Ash Street, Mason, MI 48854February 9, 2010 - November 1, 2011
SECURIAN FINANCIAL SERVICES, INC.
October 1, 2001 - November 1, 2011
SECURIAN FINANCIAL SERVICES, INC.
January 16, 1991 - September 28, 2001
CENTENNIAL FINANCIAL SERVICES, INC.
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
(1/3/2012)
(10/25/2013)
(10/25/2011)
(5/12/2021)
(2/4/2015)
(7/9/2025)
(5/12/2021)
(1/7/2022)
(10/25/2011)
(11/1/2011)
(1/3/2012)
(10/25/2011)
(10/25/2011)
(10/25/2011)
(10/25/2011)
(7/12/2012)
(3/31/2016)
(10/25/2011)
(10/25/2011)
(10/25/2011)
(10/26/2011)
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 | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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