AL
Andrew D. Lamb
VALMARK ADVISERS
AKRON, OH 44333
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CRD#: 6084439
AL
Professional summary
Andrew Donald Lamb, who also goes by Andrew Lamb, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Akron, Ohio and W3 WEALTH ADVISORS, LLC located in Akron, Ohio.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Andrew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew Lamb
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. 501C3 Pediatric Palliative Care Family Fund - No compensation and non investment related./// 2. Victory Gallop LLC; Akron, OH; Chairman of non-profit organizaiton; help lead board on fundraising and awareness; not investment related; 6-10 hours/month; no compensation./// 3. Akron Children's Hospital Pediatric Palliative Care Center; Akron, OH; Chairman and Volunteer; help lead the Palliative Care team in awareness and fundraising; not investment related; 6-10 hours/ month; no compensation./// 4. W3 Wealth Advisors LLC; 90 N Miller Road, Akron, OH 44333; Financial Advisor; Duties include: Financial advising; Investment related business; Started 6/1/2017; No financial interest in company; 6-10 hours per month; no conflict of interest./// 5. Sand Run Properties LLC; 1044 Woodhaven Blvd. , Akron, OH 44333; Owner; Owner and manager; YES Investment Related; Start Date July 1, 2025; 25% Owner; Approximately 6-10 hrs. per month; Distributions from rental income./// 6. Hemlock Properties LLC ; 1044 Woodhaven Blvd., Akron OH 44333; Owner; Owner / Manager; YES Investment Related; Start Date July 1, 2024; 37 % Owner ; Approximately 6-10 hrs. per month; Rental Income distributions ./// 7. W3 Global LLC; 90 N Miller Rd. Akron OH 44333; Financial Services; Shareholder; NOT Investment Related; Start Date 01/01/2025; Financial Interest YES, Purchase ownership share; Approximately 11-20 hrs. per month; Receives share distribution.///
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Donald Lamb'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
June 17, 2019 - Present
VALMARK ADVISERS, INC.
Office #1: 301 Springside Drive, Akron, OH 44333RIA
CRD#: 108050
AKRON, OH
Current
July 3, 2019 - Present
W3 WEALTH ADVISORS, LLC
Office #1: 301 Springside Drive, Akron, OH 44333RIA
CRD#: 129549
AKRON, OH
Current
June 14, 2019 - Present
VALMARK SECURITIES, INC.
Office #1: 301 Springside Drive, Akron, OH 44333BD
CRD#: 31243
AKRON, OH
Past
December 24, 2014 - June 14, 2019
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
AKRON, OH
Past
December 19, 2014 - June 14, 2019
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
AKRON, 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
IAR
Alabama(6/18/2024)
IAR
Alaska(6/21/2024)
IAR
Arizona(7/16/2019)
IAR
California(6/17/2024)
IAR
Colorado(6/18/2024)
IAR
District of Columbia(9/18/2024)
IAR
Florida(7/19/2024)
IAR
Illinois(6/25/2024)
IAR
Indiana(6/17/2024)
IAR
Kansas(6/18/2024)
IAR
Kentucky(6/21/2024)
IAR
Louisiana(6/26/2024)
IAR
Maine(6/20/2024)
IAR
Massachusetts(10/15/2024)
IAR
Michigan(6/20/2024)
IAR
Minnesota(6/18/2024)
IAR
Mississippi(6/19/2024)
IAR
Missouri(6/18/2024)
IAR
Nevada(6/18/2024)
IAR
New Mexico(6/18/2024)
IAR
North Carolina(6/18/2024)
RR
Ohio(6/14/2019)
IAR
Ohio(6/17/2019)
IAR
Oregon(7/2/2024)
IAR
Pennsylvania(6/18/2024)
IAR
South Carolina(6/21/2024)
IAR
South Dakota(6/18/2024)
IAR
Texas(6/18/2024)
IAR
Virginia(6/17/2024)
IAR
Washington(7/26/2024)
IAR
Wisconsin(6/18/2024)
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#: 108050Akron, OH 44333TRUST BUT VERIFY
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