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ValMark Securities, Inc.

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ValMark Securities, Inc.

Overview:

ValMark Securities is a national independent broker dealer specializing in equity, investment advisory and risk management products and support services for the nation’s top echelon of wealth transfer and corporate insurance firms.

Preferred Access & Leverage

The firm serves as an independent insurance buying cooperative for its Member Offices with an estimated $42 billion of in-force life insurance and approximately $10 billion of client assets with a select group of leading life insurance and investment companies. This combined buying power gives Member Offices preferred access and leverage to negotiate the best arrangements on behalf of their clients.

Affiliates

ValMark’s affiliated companies include ValMark Advisers, an SEC-registered investment advisory firm, and Executive Insurance Agency, a Master General Agency for general account life insurance products. ValMark added a FINRA-compliant life settlement brokerage division in 2004.

History:

The Company traces its origins to the founding of Executive Insurance Agency in 1963 by Lawrence S. Rybka, one of the first in the industry to organize his firm around the concept of allowing financial professionals to build independent businesses under their own brand. Rybka was also one of the first pioneers to integrate technical advice with product recommendations by forming attorney/CPA teams to support sales professionals. This technical orientation continues today at ValMark with a high percentage of Members holding a JD, CPA or CFP designation.

Member: FINRA, SEC, SIPC, MSRB

Toll Free: +1 800 765 5201

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