Douglas R. Thorpe
VALMARK ADVISERS
PARKERSURG, WV 26101
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CRD#: 4396530
Professional summary
Douglas R. Thorpe, CFP®, ChFC®, CLU® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Parkersurg, West Virginia and VALMARK SECURITIES, INC. located in Marietta, Ohio.
Douglas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Douglas has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 6 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.) MHN GOVERNMENT SERVICES, INC. SEMINAR AND WORKSHOP SPEAKER FOR EDUCATION BENEFIT TO MILITARY PERSONNEL./// 2.) DRT CAPITAL LLC; 5303 10TH AVE., VIENNA, WV 26105; FINANCIAL PLANNING, CONSULTING, ADVICE; OWNER; HOLDS OUTSIDE FEE PLANNING REVENUES, ALL NON-BENNON & THORPE BUSINESS; INVESTMENT RELATED//// 3.) BENNON & THORPE LLC; 2100 DUDLEY AVE., PARKERSBURG, WV 26101; FINANCIAL SERVICES; OWNER; HOLDS REVENUES FROM RIA & BROKER/DEALER AFFILIATIONS; INVESTMENT RELATED/// 4.) OBERON HOLDINGS, LLC; 2100 DUDLEY AVE., PARKERSBURG, WV 26101;REAL ESTATE; OWNER; HOLDS INVESTMENT PROPERTIES; INVESTMENT RELATED/// 5.) Upward Basketball; 3300 Rosemar Road, Vienna, WV 26105; Elementary & Middle School Basketball Head Coach, Run practices for one hour two days a week; coach games on Saturday afternoons; started 12/2021; not investment related; no compensation./// 6.) Bread of Life Scholarship Committee; 1701 19th Street, Parkersburg, WV, 26101; Financial Secretary of Scholarship Committee with check writing authority; meet twice a year to give scholarship money; investment related; 1-5 hrs/month; no compensation./// 7.) MOV Select AAU Basketball, 5303 10th Ave, Vienna, WV 26105; Head Coach; Practice two hours per day two times a week and playing in 7 tournaments, not investment related, started 3/1/2023, 31-40 hours per month, receives no compensation./// 8.) Parkersburg High School Boys Track Boosters; 2101 Dudley Ave, Parkersburg, WV 26101; Boys High School Track Boosters; President; meet 1-2 times per month to help support the boys track team by organizing fundraisers, coordinating meals, help buy equipment & help run meets, oversee finances of the organization and check writing authority; YES Investment Related; Start Date 08/2024; Approximately 6-10 hrs. per month; no compensation.///
CRS (Client Relationship Summary) - RIA
Click below to view Douglas R. Thorpe'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®
CFP®
Start date: 2008
Experience
Current
January 25, 2007 - Present
VALMARK ADVISERS, INC.
Office #1: 2100 Dudley Ave., Parkersurg, WV 26101Office #2: 109 Putnam Street, Marietta, OH 45750RIA
CRD#: 108050
PARKERSURG, WV
Current
January 22, 2007 - Present
VALMARK SECURITIES, INC.
Office #1: 109 Putnam Street, Marietta, OH 45750Office #2: 2100 Dudley Avenue, Parkersburg, WV 26101BD
CRD#: 31243
Marietta, OH
Past
July 11, 2006 - January 26, 2007
NEW ENGLAND SECURITIES
RIA
CRD#: 615
PARKERSBURG, WV
Past
June 7, 2001 - January 26, 2007
NEW ENGLAND SECURITIES
BD
CRD#: 615
PARKERSBURG, WV
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(11/25/2015)
IAR
California(11/25/2015)
RR
Colorado(2/21/2020)
IAR
Colorado(5/2/2022)
IAR
Connecticut(10/7/2014)
RR
Connecticut(1/2/2015)
IAR
Delaware(12/12/2012)
RR
Florida(10/18/2010)
IAR
Florida(7/21/2011)
IAR
Georgia(8/11/2011)
RR
Georgia(8/2/2019)
IAR
Idaho(2/21/2025)
RR
Indiana(5/17/2016)
IAR
Indiana(5/17/2016)
IAR
Iowa(1/4/2021)
RR
Kentucky(5/17/2016)
IAR
Kentucky(5/17/2016)
RR
Louisiana(1/24/2024)
IAR
Louisiana(1/29/2024)
RR
Maryland(8/11/2020)
RR
Michigan(8/2/2019)
IAR
Michigan(8/2/2019)
RR
Mississippi(4/8/2014)
RR
Nevada(6/4/2012)
IAR
Nevada(6/8/2012)
RR
New York(5/29/2018)
IAR
New York(4/6/2021)
RR
Ohio(1/22/2007)
IAR
Ohio(1/29/2007)
IAR
Oklahoma(2/22/2018)
RR
Oregon(1/7/2013)
RR
Pennsylvania(7/10/2007)
IAR
Pennsylvania(7/31/2014)
RR
South Carolina(3/20/2020)
IAR
South Dakota(1/7/2014)
RR
Texas(1/28/2010)
IAR
Texas(2/8/2010)
RR
Virginia(3/20/2020)
IAR
Virginia(9/13/2023)
RR
Washington(12/14/2012)
RR
West Virginia(1/22/2007)
IAR
West Virginia(1/25/2007)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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#: 108050Parkersurg, WV 26101TRUST BUT VERIFY
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