Advisor at ValMark Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mc Cormick, SC
Credentials
Series 63, Series 65
Industry experience
36 years
Bradley Peterson is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Lincoln Financial Distributors, New York Life Insurance Company, and WealthStone Family Office, among others. Outside of advisory work, he serves on the Board of Directors and several committees of the Savannah Lakes Village Property Owners Association, a volunteer role involving oversight of investment and community amenities. 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 emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, along with proprietary platforms and sub-advisory services.
Based on ValMark Advisers, Inc.
Based on ValMark Advisers, Inc.
Flat fees negotiated between $50 and $50,000 or more; disclosed in advisory agreement.
Less than $1,000,000 - $1,000,000: 1.95% annually $1,000,001 - $2,000,000: 1.75% annually $2,000,001+: 1.50% annually
Commissions received by IARs for securities transactions through affiliated broker-dealer Valmark Securities, Inc.
Hourly fees vary depending on client needs and complexity; exact rates disclosed in advisory agreement.
Account minimum: $50,000 Fee-only: Advisory fees negotiated between client and IAR, not exceeding tiered percentages above.
Mc Cormick, SC
Missouri · Ohio · Pennsylvania · South Carolina
Valmark Securities, Inc
2023 - Present (3 years)
Valmark Advisers, Inc.
2023 - Present (3 years)
Long Road Risk Management Services, LLC
2023 - 2024 (1 year)
WealthStone Family Office, LLC
2019 - 2022 (3 years)
FARMERS FINANCIAL SOLUTIONS
2019 - 2019 (1 year)
Farmers insurance
2018 - 2019 (1 year)
NYLIFE Distributors LLC
2016 - 2019 (3 years)
New York Life Insurance Company - Advanced Markets Network
2016 - 2019 (3 years)
Lincoln Financial Distributors
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Mccormick, SC
Cetera
Aaron Watson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has worked at several firms including Avantax and Cambridge Investment Research Advisors, and he manages his own investment and financial planning entity, Aaron L. Watson LLC, which he has operated since 2006. Outside of advising, he is involved in aviation transportation through ownership of Watson Aviation Holdings Inc., a family-owned business. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions, with distinctive retirement and fiduciary capabilities integrated into its broad institutional platform.
Series 63, Series 65
Mccormick, SC
Cetera
Luke Watson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at multiple firms including Avantax and Cambridge Investment Research, and is also involved in aviation-related businesses where he provides contract pilot services and manages aircraft operations. Additionally, he holds a leadership role as Vice President at Cooley Construction Company LLC, focusing on financial review and strategic initiatives. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services utilizing advisor-managed accounts, model portfolios, and third-party solutions.
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