Bob T. Kawabe
Professional summary
Bob Tetsuya Kawabe, CFP®, who also goes by Bob T Kawabe, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Clermont, Florida and VALMARK SECURITIES, INC. located in Clermont, Florida.
Bob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Bob has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bob Tetsuya Kawabe's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
January 26, 2021 - Present
VALMARK ADVISERS, INC.
Office #2: 1003 Bishop Street, Suite 2700, Honolulu, HI 96813January 26, 2021 - Present
VALMARK SECURITIES, INC.
Office #3: 1003 Bishop Street, Suite 2700, Honolulu, HI 96813February 26, 2016 - March 10, 2021
THE WEALTH CONSULTING GROUP
August 8, 2013 - September 8, 2016
LPL FINANCIAL LLC
August 8, 2013 - February 12, 2021
LPL FINANCIAL LLC
January 30, 2007 - August 9, 2013
KESTRA INVESTMENT SERVICES, LLC
January 30, 2007 - August 9, 2013
KESTRA INVESTMENT SERVICES, LLC
September 5, 2003 - February 1, 2007
MML INVESTORS SERVICES, LLC
September 19, 2002 - September 5, 2003
KAWABE & ASSOCIATES, LLC
September 16, 2002 - August 20, 2002
KAWABE & ASSOCIATES, LLC
September 13, 2002 - September 19, 2002
MML INVESTORS SERVICES, LLC
August 29, 2001 - February 1, 2007
MML INVESTORS SERVICES, LLC
November 30, 2000 - August 31, 2001
COMMONWEALTH FINANCIAL NETWORK
July 10, 2000 - November 30, 2000
SUNAMERICA SECURITIES, INC.
May 19, 1994 - July 24, 2000
NYLIFE SECURITIES LLC
June 25, 1993 - November 27, 1993
MAIN STREET MANAGEMENT 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
(3/14/2025)
(1/26/2021)
(1/26/2021)
(1/26/2021)
(3/15/2021)
(1/26/2021)
(1/26/2021)
(3/30/2021)
(2/24/2025)
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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