BD
Blake M. Dickens
VALMARK ADVISERS
Westlake, OH 44145
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CRD#: 7045444
BD
Professional summary
Blake Mcrae Dickens is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Westlake, Ohio and VALMARK SECURITIES, INC. located in Westlake, Ohio.
Blake is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Blake has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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. Hockey coach, Hudson City Schools, 2500 Hudson-Aurora rd. Hudson, OH 44236, coach the forwards of the Hudson High School hockey team, start date 11/1/2019, not investment related, 21-40 hours per month, receives compensation/// 2. Office Assistant, Dickens Enterprises, 70 W Streetsboro St. #101 Hudson, OH 44236, organize the office and maintain customer records, not investment related, started 01/2008, 21-40 hours per month, paid a monthly wage/// 3. Disability insurance sales; fixed commissions./// 4. BMD Financial Advisory INC; 1574 Rosewood Ave Lakewood, OH 44107; Advisory firm commissions flow through; Owner; YES Investment Related; Start Date 7/2020; Approximately 40+ hrs. per month; Commissions received flow through BMD Financial Advisory INC./// 5. 1574 Rosewood Realty LLC; 1574 Rosewood AVE Lakewood, OH 44107; Rental Property; Owner; Sole owner of LLC, rents property; NOT Investment Related; Start Date 2/14/2025; Approximately 1-5 hrs. per month; Rent is paid to the LLC.///
CRS (Client Relationship Summary) - RIA
Click below to view Blake Mcrae Dickens'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
February 3, 2020 - Present
VALMARK ADVISERS, INC.
Office #1: 2035 Crocker Rd., Ste 103, Westlake, OH 44145RIA
CRD#: 108050
Westlake, OH
Current
December 3, 2019 - Present
VALMARK SECURITIES, INC.
Office #1: 2035 Crocker Road Suite 103, Westlake, OH 44145BD
CRD#: 31243
Westlake, 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(1/3/2025)
IAR
Florida(2/21/2023)
RR
Georgia(2/5/2020)
IAR
Georgia(2/11/2020)
IAR
Illinois(1/3/2022)
IAR
Massachusetts(3/8/2022)
IAR
Michigan(1/7/2025)
RR
Nevada(1/4/2021)
IAR
Nevada(1/21/2021)
IAR
New Jersey(9/17/2020)
RR
Ohio(12/5/2019)
IAR
Ohio(2/4/2020)
IAR
Pennsylvania(9/28/2021)
IAR
South Carolina(1/4/2021)
IAR
Texas(2/22/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/3/2019
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
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.
