WM
William J. Mcnamara
VALMARK ADVISERS
Cleveland, OH 44115
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CRD#: 6303347
WM
Professional summary
William John Mcnamara is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Cleveland, Ohio and VALMARK SECURITIES, INC. located in Cleveland, Ohio.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. William has worked at 2 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.) OMEGA PENSIONS; INTERACT WITH PERSONNEL REGARDING USE OF WEBSITES AND COMMUNICATION; SUPPORT BACK OFFICE EMPLOYEES OF CLIENTS; NOT INVESTMENT RELATED // 2.) Miami University Community Federal Credit Union; 31 Lynn St, Oxford, OH 45056; Alumni Advisory Council on Financial Education; Advisory Role to the Board of Directors; Not Investment Related; Start Date 11/10/2022; Approximately 1-5 hrs. per month; No compensation will be received in this role.///
CRS (Client Relationship Summary) - RIA
Click below to view William John Mcnamara'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
October 31, 2023 - Present
VALMARK ADVISERS, INC.
Office #1: 812 Huron Rd, Ste. 670, Cleveland, OH 44115RIA
CRD#: 108050
Cleveland, OH
Current
September 12, 2014 - Present
VALMARK SECURITIES, INC.
Office #1: 812 Huron Road Suite 670, Cleveland, OH 44115BD
CRD#: 31243
Cleveland, 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
Alaska(3/20/2024)
RR
Arkansas(3/20/2024)
RR
California(3/20/2024)
RR
Colorado(3/20/2024)
RR
District of Columbia(3/20/2024)
RR
Florida(3/20/2024)
IAR
Florida(3/25/2024)
RR
Maryland(3/20/2024)
IAR
Nevada(3/25/2024)
IAR
North Carolina(12/14/2023)
RR
Ohio(9/12/2014)
IAR
Ohio(10/31/2023)
IAR
Oregon(11/18/2024)
RR
Pennsylvania(3/20/2024)
IAR
Pennsylvania(3/20/2024)
IAR
South Carolina(3/20/2024)
RR
Texas(3/20/2024)
IAR
Texas(3/20/2024)
IAR
Wisconsin(8/25/2025)
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.
