William C. Miller
VALMARK ADVISERS
Boca Raton, FL 33431
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CRD#: 2467631
Professional summary
William Craig Miller, CFP®, who also goes by Bill Miller, William C Miller, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Boca Raton, Florida and VALMARK SECURITIES, INC. located in Boca Raton, Florida.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. William has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
Retirement Income Management
Are you a "fiduciary"?
Yes
Aliases
Bill Miller | William C Miller
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.
1. RECEIVE RENEWAL COMMISSIONS FROM DISBILITY INSURANCE COMPANIES./// 2. MILLER WEALTH ADVISORS, LLC; FINANCIAL SERVICES CONSULTING; OWNER AND MANAGING MEMBER; INVESTMENT RELATED/// 3. Greater Boca Raton Estate Planning Council, Board Member, Estate Planning networking and education for professionals, Membership and Programming committees, started September 2020, 6-10 hours per month, no compensation.///
CRS (Client Relationship Summary) - RIA
Click below to view William Craig 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: 2000
Experience
Current
May 12, 2006 - Present
VALMARK ADVISERS, INC.
Office #1: 1001 W. Yamato Rd., Ste. 306, Boca Raton, FL 33431RIA
CRD#: 108050
Boca Raton, FL
Current
May 4, 2006 - Present
VALMARK SECURITIES, INC.
Office #1: 1001 W. Yamato Road Suite 306, Boca Raton, FL 33431BD
CRD#: 31243
Boca Raton, FL
Past
May 27, 2005 - May 24, 2006
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
DELRAY BEACH, FL
Past
March 28, 1994 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
March 28, 1994 - May 24, 2006
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
DELRAY BEACH, FL
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
Arizona(5/4/2006)
IAR
Arizona(6/14/2006)
RR
California(5/4/2006)
IAR
California(10/4/2006)
IAR
District of Columbia(3/26/2019)
RR
Florida(5/4/2006)
IAR
Florida(5/12/2006)
RR
Georgia(8/29/2023)
RR
Kansas(1/3/2012)
RR
Maryland(5/8/2024)
RR
Massachusetts(10/30/2018)
IAR
Massachusetts(5/7/2025)
RR
Michigan(5/12/2008)
IAR
Michigan(1/3/2019)
RR
New Jersey(8/3/2015)
IAR
New Jersey(4/25/2022)
RR
New York(9/6/2023)
IAR
New York(10/30/2025)
RR
North Carolina(8/13/2010)
IAR
North Carolina(1/13/2023)
RR
Oregon(4/9/2012)
IAR
Pennsylvania(1/16/2024)
RR
Pennsylvania(3/21/2024)
RR
South Carolina(6/8/2021)
IAR
South Carolina(6/10/2021)
RR
Texas(11/21/2022)
IAR
Texas(3/2/2023)
IAR
Virginia(1/18/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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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Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Boca Raton, FL 33431TRUST BUT VERIFY
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Contact information
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