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LE

Leah D. Ervin

VALMARK SECURITIES
Flowood, MS 39232
Some features on this profile are disabled
CRD#: 6403336
LE

Professional summary

Leah Danielle Ervin, who also goes by Danielle Ervin, Leah Danielle Frierson, is a registered financial professional currently at VALMARK SECURITIES, INC. located in Flowood, Mississippi.

Leah is registered as a RR (Registered Representative) and started their career in finance in 2017. Leah has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Danielle Ervin | Leah Danielle Frierson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Leah Danielle Ervin'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®
None

Experience

Current

September 6, 2019 - Present

VALMARK SECURITIES, INC.

Office #1: 12 River Bend Place Suite 101, Flowood, MS 39232
BD
CRD#: 31243
Flowood, MS
Past

March 7, 2018 - February 27, 2019

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Ridgeland, MS
Past

July 3, 2017 - February 27, 2019

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Ridgeland, MS
Past

May 15, 2017 - July 5, 2017

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Nashville, TN
Past

April 6, 2017 - July 5, 2017

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Nashville, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Mississippi
(9/6/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/12/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/6/2017
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VS
VALMARK SECURITIES, INC.
VALMARK SECURITIES, INC.

CRD#: 31243 / SEC#: , 8-45463

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Mailing Address
130 Springside Drive Suite 300, Akron, OH 44333-2431
Phone number
(800) 765-5201
Established
Ohio since 12/08/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VALMARK INVESTMENTS, LLCSHAREHOLDER
CALLAHAN, CALEB JONATHANEVP, CHIEF OPERATING OFFICER5011454
KOZENKO, ELIZABETH ERINFINOP6218110
RYBKA, LAWRENCE JOSEPHPRESIDENT, CEO1661511
WILBURN, DOUGLAS FREDERICKCHIEF COMPLIANCE OFFICER/GENERAL COUNSEL1407686

Disclosures

Regulatory Event4

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.

Company Information

VALMARK SECURITIES, INC.

CRD#: 31243Flowood, MS 39232

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