GF
Gregory C. Freeman
VALMARK ADVISERS
Ellijay, GA
Some features on this profile are disabled
CRD#: 857074
GF
Professional summary
Gregory Charles Freeman, ChFC®, CLU®, who also goes by Greg Freeman, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Ellijay, Georgia and VALMARK SECURITIES, INC. located in Ellijay, Georgia.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1978. Gregory has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 24 and Series 40 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Freeman
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) Business Name: AdvisorServe Investment Related: No Address: 3380 Trickum Road Building 1100 Woodstock GA 30188 Nature of Business: Consulting; Insurance Position, Title or Relationship: President Start Date: 1/3/2011 Hours per month: 80% - 85% (120 - 160 hours) Hours per month during trading hours: 0% - 20% (0 - 20 hours) Duties: develop relationships with centers of influence in order to generate insurance sales./// 2) Business Name: Strategic Stewardship Properties, LLC Investment Related: Yes Address: 3380 Trickum Road, Building 1100 Woodstock GA 30188 Nature of Business: Real Estate Position, Title or Relationship: Building owner, rent to company Start Date: 8/1/2006 Hours per month: 0% - 5% (0 - 4 hours) Hours per month during trading hours: 0% - 5% (0 - 4 hours) Duties: Provide place to do business./// 3) Private Client Group, NFP Property & Casualty Services, Inc.; 200 Park Avenue 32nd Floor, New York, New York 10166; Referring Organization, We offer a web-based ability for clients to obtain Excess Liability coverage offered by NFP at group rates. For this effort we are paid a referral fee; NOT Investment Related; Start Date 03/26/2024; Approximately 1-5 hrs. per month; Our firm will be paid approximately 4.5% of annual premiums paid by people acquiring coverage.///
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Charles Freeman'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®
Experience
Current
September 27, 2022 - Present
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
Ellijay, GA
Current
September 26, 2022 - Present
VALMARK SECURITIES, INC.
BD
CRD#: 31243
Ellijay, GA
Past
April 27, 2016 - September 30, 2022
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
WOODSTOCK, GA
Past
August 21, 2003 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
WOODSTOCK, GA
Past
August 21, 2003 - September 30, 2022
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
WOODSTOCK, GA
Past
March 4, 2003 - August 18, 2003
OSAIC FA, INC.
RIA
CRD#: 3978
ATLANTA, GA
Past
August 14, 2000 - August 18, 2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
June 1, 1998 - August 18, 2003
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
September 21, 1978 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
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(9/26/2022)
RR
Arizona(9/26/2022)
RR
Arkansas(9/26/2022)
RR
California(9/26/2022)
RR
Florida(9/26/2022)
RR
Georgia(9/26/2022)
IAR
Georgia(9/27/2022)
RR
Maryland(9/26/2022)
RR
Michigan(3/8/2024)
RR
North Carolina(10/5/2022)
RR
Oklahoma(7/22/2025)
RR
South Carolina(9/26/2022)
RR
Texas(9/26/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 9/14/1978
Registered Principal ExaminationSRO 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.
