Valmark Securities

Broker Eric Coffman in Valmark Securities, INC. Firm Has Customer Complaint

August 2, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Eric Coffman (Coffman), currently associated with Valmark Securities, INC., has at least 2 disclosable events. These events include 2 customer complaints, alleging that Coffman recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $17,790.52 on June 26, 2020.

Client alleges that in 2019 instructions to stop automatic income distributions set up on her account were not executed and as a result suffered losses in the form of extra taxes owed and additional Medicare expenses in 2021 from inflated 2019 income.

There are Recent Customer Complaints with Broker Eric Coffman in Firm Valmark Securities, INC.

April 30, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Eric Coffman (Coffman), currently associated with Valmark Securities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Coffman recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $17,790.52 on June 26, 2020.

Client alleges that in 2019 instructions to stop automatic income distributions set up on her account were not executed and as a result suffered losses in the form of extra taxes owed and additional Medicare expenses in 2021 from inflated 2019 income.

There are Recent Customer Complaints with Broker William Olinger in Firm Valmark Securities, INC.

April 11, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker William Olinger (Olinger), previously associated with Valmark Securities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Olinger recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $500,000.00 on January 08, 2026.

Breach of fiduciary duty and regulation best interest

There are Recent Customer Complaints with Broker Timothy Roark in Firm Valmark Securities, INC.

March 6, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Timothy Roark (Roark), previously associated with Valmark Securities, INC., has at least one disclosable event. These events include one customer complaint, alleging that Roark recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.