RD
Robert G. Dye
VALMARK ADVISERS
Flowood, MS 39232
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CRD#: 6762548
RD
Professional summary
Robert Gary Dye Jr., who also goes by Gary Dye, Robert Gary Dye Jr, Robert Gary Dye, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Flowood, Mississippi and VALMARK SECURITIES, INC. located in Ridgeland, Mississippi.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Robert has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gary Dye | Robert Gary Dye Jr | Robert Gary Dye
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) Dye Resource Management, LLC; 1062 Highland Colony Parkway, Ste 225, Ridgeland, MS 39157; Fixed Insurance sales; Agent; NOT Investment Related; Start Date 04/15/2018; Approximately 11-20 hrs. per month; Paid a flat salary + commissions on fixed insurance sales.///
CRS (Client Relationship Summary) - RIA
Click below to view Robert Gary Dye Jr.'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
December 13, 2024 - Present
VALMARK ADVISERS, INC.
Office #1: 12 River Bend Place, Ste. 101, Flowood, MS 39232RIA
CRD#: 108050
Flowood, MS
Current
December 20, 2024 - Present
VALMARK SECURITIES, INC.
Office #1: 1062 Highland Colony Pkwy Suite A, Ridgeland, MS 39157Office #2: 12 River Bend Place Suite 101, Flowood, MS 39232BD
CRD#: 31243
Ridgeland, MS
Past
January 11, 2023 - December 10, 2024
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Ridgeland, MS
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
Alabama(3/19/2025)
IAR
Alabama(3/20/2025)
RR
California(3/19/2025)
RR
Colorado(3/19/2025)
IAR
Florida(12/18/2024)
RR
Florida(3/19/2025)
RR
Georgia(3/19/2025)
IAR
Georgia(3/21/2025)
RR
Idaho(3/19/2025)
RR
Indiana(3/19/2025)
RR
Louisiana(3/19/2025)
IAR
Louisiana(3/19/2025)
RR
Massachusetts(3/19/2025)
IAR
Mississippi(12/13/2024)
RR
Mississippi(12/20/2024)
RR
New York(3/19/2025)
RR
North Carolina(2/21/2025)
RR
Oregon(3/19/2025)
IAR
Pennsylvania(3/20/2025)
RR
South Carolina(3/19/2025)
RR
Tennessee(3/19/2025)
IAR
Texas(12/14/2024)
RR
Texas(3/19/2025)
RR
Virginia(3/19/2025)
RR
Washington(3/19/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/20/2024
General Securities Representative ExaminationGeneral 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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Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Flowood, MS 39232TRUST BUT VERIFY
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