Madison, MS Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
ValMark Advisers, Inc.
Multi-team
Firm-wide stats for ValMark Advisers, Inc.
About
Valmark Advisers provides investment advisory and financial planning services to a broad client base that includes individual and high‑net‑worth investors, retirement plan sponsors, and institutional entities such as banks, trust companies and investment companies. It delivers these services through a network of investment advisory representatives (IARs) using proprietary and third‑party platforms, including the ACCESS and ACCESS Direct programs, sub‑advisory relationships, wrap fee programs, and consulting engagements.
The firm’s investment approach centers on diversified, goal‑based model portfolios and asset allocation, with implementation largely via mutual funds, ETFs and separate‑account managers; client accounts are monitored and typically rebalanced by IARs with oversight from Valmark’s investment committee. Valmark also integrates third‑party manager programs and Schwab‑custodied strategist portfolios into client solutions, and provides quarterly performance reporting and periodic reviews as part of ongoing advisory relationships.
What is distinctive about Valmark is its involvement with investment‑company products and index licensing: Valmark serves as adviser to the TOPS® ETF Portfolios within the Northern Lights Variable Trust and is the index sponsor for the TOPS® Global Equity Target Range™ Index (licensed to WisdomTree), arrangements that generate licensing and ancillary compensation and for which the firm documents fee‑offsets and disclosures. The firm also offers a range of annuity‑linked advisory options (linked fee‑based annuities, fee‑based variable annuities and fee‑based variable life), operates an Annuity Service Center for servicing unaffiliated RIAs, and discloses its affiliated broker‑dealer and insurance agency relationships and revenue‑sharing practices in its Form ADV.
Based on ValMark Advisers, Inc.
Location
224 Waterford Square
Madison MS 39130
Advisors at this office
4
Advisors at this office
Robert B
ChFC®, Series 63, Series 65
Madison, MS
ValMark Advisers, Inc.
Robert Bradford is a financial advisor with ValMark Advisers, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. His prior experience includes roles at CenterPoint Advantage LLC, Valmark Securities, Inc., Ohio National Life Ins Co, and his own firm, PICKETT BRADFORD & ASSOC, P.A. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and comprehensive back-office services.
George P
Series 63, Series 65
Madison, MS
ValMark Advisers, Inc.
George Pickett Jr. is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. His prior roles include positions at CenterPoint Advantage and Valmark Securities, as well as operating Pickett Bradford & Associates, P.A., a firm licensed to sell life and health insurance products. He also provides litigation consulting as an expert witness in life insurance-related cases. ValMark Advisers, Inc. offers investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.
James M
Series 63, Series 65
Madison, MS
ValMark Advisers, Inc.
James Moritsugu is a financial advisor at ValMark Advisers, Inc. with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at ValMark Advisers since 2018. In addition to his advisory role, he is a self-employed freelance musician. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies delivered through a network of representatives, with oversight from an investment committee.
Robert D
Series 65, Series 63
Madison, MS
ValMark Advisers, Inc.
Robert Dye Jr. is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at AE Wealth Management, LLC and Pinnacle Trust Company. In addition to his advisory role, he is involved in fixed insurance sales through Dye Resource Management, LLC. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach with oversight from an investment committee and is notable for its involvement with investment-company products and index licensing.
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