HP
Henry B. Pilger
VALMARK ADVISERS
Akron, OH 44333
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CRD#: 3030942
HP
Professional summary
Henry Burl Pilger is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Akron, Ohio and VALMARK SECURITIES, INC. located in Larkspur, California.
Henry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Henry has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6, Series 26 and Series 27 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. Partner in SLEEPY HOLLOW INVESTMENTS, LLC, 19 ORCHID DRIVE, LARKSPUR, CA 94939; 21 UNIT APARTMENT BUILDING; RESIDENTIAL RENTALS, I OWN 50% OF THE BUILDING, OWNER, MONITOR RENTALS, MAINTAIN BUILDING, ETC; NOT INVESTMENT RELATED; STARTED 11/28/2010; FINANCIAL INTEREST-50% OWNER; 6-10 HOURS PER MONTH; COMPENSATION-50% OF PROFITS./// 2. Partner in 1750 Copperhill, LLC, Partnership owns a commercial building in California and I own 1/3 of the partnership. Business is exclusively rental of commercial space./// 3. Trustee of Papanek Irrevocable Life Insurance Trust, Trustee of life insurance trust, Ask for a gift to trust once a year, send out notices and pay insurance premium, started 2010, 1-5 hours per month, not investment related, annual fee is $2100/// 4. May Estate, Trust Administration, Trustee/executor, Distribute assets to beneficiaries, not investment related, started 2001, 1-5 hours per month, no longer receives compensation/// 5. Elizabeth Wolf Irrevocable Trust, Trustee, Trustee of Irrevocable Life Insurance Trust: Request annual gift to trust, Pay insurance premium and send out Crummy letters, not investment related, started 2010, 1-5 hours per month, Annual Trustee fee is $2,100////
CRS (Client Relationship Summary) - RIA
Click below to view Henry Burl Pilger'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
March 27, 2019 - Present
VALMARK ADVISERS, INC.
Office #1: 130 Springside Drive Suite 300, Akron, OH 44333RIA
CRD#: 108050
Akron, OH
Current
February 7, 2019 - Present
VALMARK SECURITIES, INC.
BD
CRD#: 31243
Larkspur, CA
Past
April 15, 2009 - January 3, 2017
VISTA WEALTH MANAGEMENT, LLC
RIA
CRD#: 110252
E. PALO ALTO, CA
Past
April 5, 2004 - July 12, 2017
VALMARK SECURITIES, INC.
BD
CRD#: 31243
SAN FRANCISCO, CA
Past
January 30, 2004 - March 6, 2009
BPM WEALTH MANAGEMENT, LLC
RIA
CRD#: 126494
SAN FRANCISCO, CA
Past
December 14, 2000 - May 23, 2012
VWM INSURANCE SERVICES, LLC
BD
CRD#: 104248
SAN FRANCISCO, CA
Past
June 10, 1998 - March 2, 2001
VALMARK SECURITIES, INC.
BD
CRD#: 31243
AKRON, OH
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
RR
California(2/7/2019)
IAR
California(3/27/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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)Upgrade to AdvisorCheck Premium
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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
275
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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Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Akron, OH 44333TRUST BUT VERIFY
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