Frederick W. Churchley
Professional summary
Frederick William Churchley III, who also goes by Fred William Churchley III, Frederick William Churchley, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Evergreen, Colorado and VALMARK SECURITIES, INC. located in Denver, Colorado.
Frederick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1974. Frederick has worked at 8 firms and has passed the Series 63, Series 7TO, SIE and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Frederick William Churchley III's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 19, 2003 - Present
VALMARK ADVISERS, INC.
November 4, 2003 - Present
VALMARK SECURITIES, INC.
Office #1: 3000 Lawrence Street, Denver, CO 80205May 13, 2002 - November 5, 2003
M HOLDINGS SECURITIES, INC.
January 23, 2002 - November 5, 2003
M HOLDINGS SECURITIES, INC.
August 30, 2001 - January 17, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
June 1, 1998 - January 17, 2002
OSAIC FA, INC.
June 18, 1991 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
June 3, 1987 - May 29, 1991
WALNUT STREET SECURITIES, INC.
July 11, 1975 - September 7, 1975
CNA INVESTOR SERVICES, INC.
July 29, 1974 - June 15, 1987
LINCOLN FINANCIAL DISTRIBUTORS, INC.
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
(2/3/2004)
(2/24/2004)
(11/4/2003)
(11/19/2003)
(2/10/2004)
(2/21/2006)
(7/12/2022)
(3/2/2021)
(8/30/2017)
(8/15/2023)
(6/13/2022)
(2/10/2004)
(6/14/2022)
(11/21/2014)
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 1
Date: 7/26/1974
Registered Representative ExaminationFINRA
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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