CS
Christine G. Scott
VALMARK ADVISERS
Orlando, FL 32801
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CRD#: 6738354
CS
Professional summary
Christine Graves Scott, who also goes by Christine Mary Graves, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Orlando, Florida and VALMARK SECURITIES, INC. located in Orlando, Florida.
Christine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Christine has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christine Mary Graves
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.) Resources Investment Advisors, LLC dba OneDigital, Inc.; Overland Park, KS; Benefits, Vice President - Retirement; Client Services: Wealth and other Insurance; start 11/2020; 40+ hours / week; investment related; salary & bonus. /// 2.) Insurance agency; Maitland, FL; fixed insurance sales and servicing agent with various insurance carriers; start 09/2021; not investment related; 1-5 hours/week; commissions./// 3.) Protective Life Insurance Company (Dye & Eskin, Inc.); P.O. Box 12687, Birmingham, AL 35202-6687; Guaranteed Issue Term Insurance Block; Producer; offer block of Term insurance for key person/stockholder redemption; NOT Investment Related; Start Date 09/01/2025; Approximately 1-5 hrs. per month; I receive commissions paid directly to me, first year only.///
CRS (Client Relationship Summary) - RIA
Click below to view Christine Graves Scott'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
November 8, 2023 - Present
VALMARK ADVISERS, INC.
Office #1: 301 E. Pine Street, Ste. 650, Orlando, FL 32801RIA
CRD#: 108050
Orlando, FL
Current
February 22, 2023 - Present
VALMARK SECURITIES, INC.
Office #1: 301 E. Pine Street, Ste. 650, Orlando, FL 32801BD
CRD#: 31243
Orlando, FL
Past
May 13, 2019 - February 22, 2023
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
ORLANDO, FL
Past
December 16, 2017 - May 14, 2019
VALMARK SECURITIES, INC.
BD
CRD#: 31243
ORLANDO, FL
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
RR
Arizona(4/10/2023)
RR
California(4/10/2023)
RR
Colorado(4/10/2023)
RR
Delaware(4/10/2023)
RR
Florida(2/22/2023)
IAR
Florida(11/8/2023)
RR
Georgia(4/10/2023)
RR
Illinois(2/3/2025)
RR
Maryland(3/13/2025)
RR
Michigan(5/9/2023)
RR
North Carolina(8/2/2023)
RR
Ohio(4/10/2023)
RR
South Carolina(3/13/2025)
RR
Texas(4/10/2023)
RR
Virginia(4/10/2023)
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.
