DP
David L. Pelland
VALMARK ADVISERS
Fairlawn, OH 44333
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CRD#: 4193640
DP
Professional summary
David Lawrence Pelland, CFP® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Fairlawn, Ohio and ALDA ADVISORS, INC. located in Akron, Ohio.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. David has worked at 3 firms and has passed the Series 66, SIE and Series 7 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. RIA STATE REGISTERED IN OHIO UNDER ALDA ADVISORS, INC- EMPLOYEE BENEFITS, SALES. ALSO, SALARY FROM ALDA ADVISORS, INC. FOR SERVICE WORK FOR EMPLOYEE BENEFIT CLIENTS./// 2. RECEIVE BOTH GROUP & INDIVIDUAL COMMISSION FOR HEALTH/LIFE/DI/DENTAL/VISION./// 3.THE STABLES AT ROSE OF SHARON LLC, HORSE BOARDING AND PARTY RENTALS, NOT INVESTMENT RELATED/// 4. Walsh Jesuit High School, 4550 Wyoga Lake Rd., Cuyahoga Falls, OH 44224; Assistant Men's Varsity Soccer Coach; NOT Investment Related; Start Date 1/1/2021; Approximately 21-40 hrs. per month; Compensated via Annual Stipend.///
CRS (Client Relationship Summary) - RIA
Click below to view David Lawrence Pelland'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®
Experience
Current
July 17, 2001 - Present
VALMARK ADVISERS, INC.
Office #1: 2735 Crawfis Blvd., Ste. 210, Fairlawn, OH 44333RIA
CRD#: 108050
Fairlawn, OH
Current
September 26, 2005 - Present
ALDA ADVISORS, INC.
Office #1: 4085 Embassy Parkway, Akron, OH 44333RIA
CRD#: 107527
Akron, OH
Current
July 19, 2000 - Present
VALMARK SECURITIES, INC.
Office #1: 2735 Crawfis Blvd., Ste. 210, Fairlawn, OH 44333BD
CRD#: 31243
Fairlawn, 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
Arizona(3/31/2015)
IAR
Arizona(4/16/2015)
RR
Arkansas(4/5/2016)
IAR
Arkansas(4/6/2016)
RR
Florida(9/13/2001)
IAR
Florida(4/6/2009)
RR
Illinois(5/3/2021)
RR
Kentucky(11/1/2000)
IAR
Kentucky(7/2/2024)
RR
Massachusetts(12/12/2008)
IAR
Massachusetts(3/30/2015)
RR
Minnesota(12/17/2012)
RR
New Jersey(7/27/2009)
IAR
New Jersey(1/2/2013)
RR
New York(7/2/2008)
IAR
North Carolina(1/2/2013)
RR
North Carolina(11/23/2021)
RR
Ohio(7/20/2000)
IAR
Ohio(7/17/2001)
RR
Pennsylvania(1/5/2001)
RR
Rhode Island(10/24/2005)
RR
South Carolina(7/28/2011)
RR
Texas(3/13/2019)
IAR
Texas(10/28/2019)
RR
Virginia(2/11/2009)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Fairlawn, OH 44333TRUST BUT VERIFY
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