BW
Bradley A. Walker
BEARD INVESTMENT SERVICES
Canfield, OH 44406
Some features on this profile are disabled
CRD#: 3146727
BW
Professional summary
Bradley Alan Walker is a registered financial advisor currently at BEARD INVESTMENT SERVICES, INC. located in Canfield, Ohio and VALMARK ADVISERS, INC. located in Canfield, Ohio.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Bradley has worked at 5 firms and has passed the Series 66, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 53 and Series 24 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) BEARD PENSION SERVICES, INC., 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 10/1998, 87 HOURS PER MONTH DURING MARKET HOURS. 2) PENSION CONSULTANT/THIRD PARTY ADMINSTRATOR FIRM/ VICE PRESIDENT/SINCE 09/1998. NOT INVESTMENT RELATED; NO CLIENT INVOLVEMENT; SERVE AS PENSION PLAN CONSULTANT AND ADMINSTRATOR; COMPENSATION-A PERCENTAGE OF REVEUE GENERATED./// 3) BEARD INVESTMENT SERVICES, INC. 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 10/1998, 32 HOURS PER MONTH DURING MARKET HOURS; REGISTERED INVESTMENT ADVISOR/REPRESENTATIVE. INVESTMENT RELATED; CLIENT INVOLVEMENT; SERVE AS REGISTERED INVESTMENT ADVISOR AND CONSULTANT MEETING WITH CLIENTS TO DETERMINE THEIR RISK TOLERANCE AND SELECTING INVESTMENT PORTFOLIOS ACCORDINGLY; MANAGEMENT FEES PAID QUARTERLY. 4)ValMark Securities, Inc., 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 01/2017, 32 Hours per month during market hours; Registered Representative, Serve as a registered broker to clients. Compensation - A percentage of gross commissions earned. ValMark Investment Advisors, Inc., 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 02/2017, 8 Hours per month during market hours. Investment Advisor Representative, Serve as in investment advisor to clients; Compensation - A percentage of gross fees collected. Executive Insurance Agency, Inc., 130 Springside Drive, Akron, Ohio 44333. 02/2017. 1 Hour per month during market hours. Insurance Agent, Insurance agent providing insurance product sales. Compensation - A percentage of gross insurance commissions collected. 5) Rental Income from 2nd home in FL; NOT Investment Related, 9/1/2019 Start Date; Owner; approximate 1-5 hrs per month.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Alan Walker'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
February 24, 2003 - Present
BEARD INVESTMENT SERVICES, INC.
Office #1: 3701 Boardman - Canfield Rd. Suite 1 , Oh, Canfield, OH 44406RIA
CRD#: 106249
Canfield, OH
Current
February 1, 2017 - Present
VALMARK ADVISERS, INC.
Office #1: 3701 Boardman-canfield Rd Suite 1, Canfield, OH 44406RIA
CRD#: 108050
Canfield, OH
Current
January 31, 2017 - Present
VALMARK SECURITIES, INC.
Office #1: 3701 Boardman-canfield Rd Suite 1, Canfield, OH 44406BD
CRD#: 31243
Canfield, OH
Past
September 20, 2001 - February 9, 2017
BEARD FINANCIAL SERVICES, INC.
BD
CRD#: 113913
YOUNGSTOWN, OH
Past
November 10, 1998 - May 1, 2002
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
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
IAR
Colorado(1/3/2019)
RR
Colorado(3/28/2022)
RR
Delaware(6/2/2025)
RR
Florida(1/31/2017)
RR
Illinois(1/31/2017)
RR
Indiana(1/31/2017)
RR
Kentucky(1/31/2017)
RR
Michigan(10/17/2019)
RR
New York(3/26/2019)
IAR
Ohio(2/24/2003)
RR
Ohio(1/31/2017)
RR
Pennsylvania(1/31/2017)
IAR
Pennsylvania(1/7/2019)
IAR
South Carolina(1/3/2019)
IAR
Texas(11/29/2018)
RR
Virginia(1/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral 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
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.
