Allison Miller
Investment adviser representative at Valmark Advisers, Inc.
11 yearsExperience
16 statesRegistered in
CFP® certificationDesignation
$10.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Valmark Advisers, Inc.May 2023 to now
- Valmark Securities, Inc.May 2023 to now
- RoverMay 2018 to now
- Global Retirement PartnersSep 2018 to Nov 2021
- LPL Financial, LLCJul 2018 to Nov 2021
- Wealth Impact AdvisorsJun 2017 to Jun 2018
- Valmark SecuritiesSep 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 16 states (CO, CT, DC, FL, GA, MA, MN, NC, NJ, NM, NY, PA, SC, TX, VA, WI).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 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
- 6553263
- Firm CRD
- 108050