Robert G. Miller
VALMARK ADVISERS
Boca Raton, FL 33487
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CRD#: 2208549
Professional summary
Robert Gordon Miller, CFP® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Boca Raton, Florida and VALMARK SECURITIES, INC. located in Boca Raton, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Robert has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Investment Planning
Retirement Planning
Long-term Care
Comprehensive Financial Planni...
Insurance Planning
Tax Planning
Business Succession Planning
Estate Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.
RENEWALS FROM NEW ENGLAND SECURITIES AND OTHER INSURANCE COMPANIES FOR NON-SECURITES RELATED PRODUCT SALES.; REDA PROPERTIES, LLC, OWNER OF RENTAL PROPERTY RECEIVE MONTHLY RENT CHECK.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Gordon Miller'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®
CFP®
Start date: 1994
Experience
Current
January 10, 2003 - Present
VALMARK ADVISERS, INC.
Office #1: 7700 Congress Avenue Suite 3211, Boca Raton, FL 33487RIA
CRD#: 108050
Boca Raton, FL
Current
December 10, 2002 - Present
VALMARK SECURITIES, INC.
Office #1: 7700 Congress Avenue Suite 3211, Boca Raton, FL 33487BD
CRD#: 31243
Boca Raton, FL
Past
February 13, 1992 - December 10, 2002
NEW ENGLAND SECURITIES
RIA
CRD#: 615
FORT LAUDERDALE, FL
Past
February 12, 1992 - December 10, 2002
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
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
Colorado(11/27/2017)
IAR
Colorado(3/24/2020)
RR
Connecticut(6/30/2010)
IAR
Connecticut(8/21/2012)
IAR
District of Columbia(5/27/2020)
RR
District of Columbia(11/16/2022)
RR
Florida(12/10/2002)
IAR
Florida(1/10/2003)
RR
Georgia(7/28/2003)
IAR
Georgia(3/2/2020)
RR
Indiana(11/8/2024)
IAR
Indiana(11/8/2024)
RR
Massachusetts(3/16/2021)
RR
Minnesota(3/19/2021)
IAR
Minnesota(3/23/2022)
RR
Nebraska(12/6/2019)
IAR
New Hampshire(1/29/2020)
RR
New Jersey(3/17/2003)
IAR
New Jersey(8/13/2014)
IAR
New Mexico(5/8/2025)
RR
New York(1/5/2004)
IAR
New York(4/6/2021)
RR
North Carolina(6/30/2010)
IAR
North Carolina(2/11/2013)
RR
Ohio(7/6/2021)
RR
Pennsylvania(8/30/2021)
RR
Texas(11/18/2014)
IAR
Texas(4/16/2021)
IAR
Virginia(9/20/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO 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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