Craig R. Howard

VALMARK ADVISERS

Memphis, TN 38157

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CRD#: 5762591

Professional summary

Craig Robert Howard, AIF®, CFP® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Memphis, Tennessee and VALMARK SECURITIES, INC. located in Memphis, Tennessee.

Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Craig has worked at 5 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.

FIXED INSURANCE: LIFE/HEALTH/DI/LTC INSURANCE POSITION: Licensed Agent/Broker NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 02/15/2010 ADDRESS: 5050 Poplar Ave, Suite 1204, Memphis TN 38157, United States DESCRIPTION: I solicit, sell, and service fixed insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Robert Howard's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

November 2, 2021 - Present

VALMARK ADVISERS, INC.

Office #1: 5050 Poplar Ave., Suite 1204, Memphis, TN 38157

RIA

CRD#: 108050

Memphis, TN

Current

October 29, 2021 - Present

VALMARK SECURITIES, INC.

Office #1: 5050 Poplar Ave. Suite 1204, Memphis, TN 38157

CRD#: 31243

Memphis, TN

Past

December 11, 2012 - November 1, 2021

CAPITAL ANALYSTS

RIA

CRD#: 162200

MEMPHIS, TN

Past

June 1, 2012 - November 1, 2021

LINCOLN INVESTMENT

RIA

CRD#: 519

MEMPHIS, TN

Past

June 1, 2012 - November 1, 2021

LINCOLN INVESTMENT

CRD#: 519

MEMPHIS, TN

Past

March 25, 2010 - June 1, 2012

CINCINNATI ANALYSTS, INC.

RIA

CRD#: 5478

MEMPHIS, TN

Past

March 8, 2010 - June 1, 2012

CINCINNATI ANALYSTS, INC.

CRD#: 5478

MEMPHIS, TN

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Alabama
(10/29/2021)

IAR

Alabama
(11/10/2021)

Arkansas
(10/29/2021)

IAR

Arkansas
(11/11/2021)

Colorado
(10/29/2021)

IAR

Colorado
(1/17/2022)

Florida
(10/29/2021)

IAR

Florida
(12/15/2021)

Georgia
(10/29/2021)

Illinois
(10/29/2021)

IAR

Illinois
(11/29/2021)

Kentucky
(10/29/2021)

IAR

Kentucky
(11/10/2021)

Mississippi
(10/29/2021)

IAR

Mississippi
(11/10/2021)

Missouri
(10/29/2021)

IAR

Missouri
(11/10/2021)

North Carolina
(11/2/2021)

IAR

North Carolina
(1/3/2022)

IAR

Ohio
(11/14/2022)

Oklahoma
(10/29/2021)

IAR

Oklahoma
(12/6/2021)

Tennessee
(10/29/2021)

IAR

Tennessee
(11/2/2021)

Texas
(10/29/2021)

IAR

Texas
(11/10/2021)

Utah
(10/29/2021)

IAR

Utah
(11/30/2021)

Virginia
(10/29/2021)

IAR

Virginia
(3/3/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/23/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/5/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

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.

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Firm Stability Insights

Craig R. Howard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Robert Howard's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

CAPITAL ANALYSTS

LINCOLN INVESTMENT

LINCOLN INVESTMENT

CINCINNATI ANALYSTS, INC.

CINCINNATI ANALYSTS, INC.

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/23/2010

SIE

Date: 10/1/2018

Series 7

Date: 3/5/2010

FINRA

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

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