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Robert Gordon Miller

Valmark Advisers, Inc.

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About Robert Gordon Miller

Robert Gordon Miller is a financial advisor registered with Valmark Advisers, Inc. Robert has been in the financial services industry since February 1992. Robert is a Certified Financial Planner and holds licenses Series 6, Series 63, and SIE. Robert has a total of 15 state registrations and 12 Investment Advisor registrations. The firm has 260 Investment Advisor Representatives (IARs). The majority of clients are individuals (other than high net worth) with 11,197 clients and $3,181,561,086 assets under management.

Firm Information

Robert Miller is currently registered with Valmark Advisers, Inc.. Valmark Advisers, Inc. is a financial advisory firm based in Akron, Ohio. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. The firm has over 260 licensed agents and manages approximately $7.03 billion in assets.
Valmark Advisers, Inc.

130 SPRINGSIDE DRIVE

AKRON, OH 44333

$7.03B

Assets Under Management

323

Total Clients

248

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Miller’s Registration & Firm History

FL

09/20/2024 - Present

Valmark Advisers, Inc. (Boca Raton FL)

NY

02/12/1992 - 12/10/2002

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/11/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Gordon Miller.
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