Edwin B. Peacock
Professional summary
Edwin Bruton Peacock III, who also goes by Edwin Bruton III Peacock, Edwin Bruton Peacock, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Charlotte, North Carolina and VALMARK SECURITIES, INC. located in Charlotte, North Carolina.
Edwin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Edwin has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edwin Bruton Peacock III's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 26, 2022 - Present
VALMARK ADVISERS, INC.
Office #1: 1115 E. Morehead St., Suite 100, Charlotte, NC 28204April 12, 2019 - Present
VALMARK SECURITIES, INC.
Office #1: 1115 East Morehead Street, Charlotte, NC 28204February 27, 2003 - April 15, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
August 12, 1999 - January 7, 2003
NEW ENGLAND SECURITIES
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
(6/25/2020)
(6/2/2023)
(3/9/2022)
(4/12/2019)
(1/26/2022)
(9/1/2022)
(5/23/2019)
(6/9/2022)
(2/20/2026)
(4/29/2019)
(6/22/2022)
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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