Valerie Norene Miller
Investment adviser representative at Harbour Investments, Inc.
29 yearsExperience
2 statesRegistered in
ChFC®Designation
$9.6BFirm assets
Are you Valerie Norene Miller? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Harbour Investments, Inc.Apr 2024 to now
- Ben Cain & Associates, Inc.Sep 1997 to now
- Osaic Wealth, Inc.Jun 2024 to Apr 2026
- Securities America Advisors, Inc.Nov 2020 to Jun 2024
- Securities America, Inc.Nov 2020 to Jun 2024
- Kms Financial Services, IncFeb 2003 to Nov 2020
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (WA, WI).
Harbour Investments, Inc.
$9.6BAssets managed
30,309Clients
242Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4633262
- Firm CRD
- 19258