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Allison Miller
Allie Faith Miller, Allison Faith Miller
CRD#: 6553263
IA
B
VALMARK ADVISERS, INC.CRD#: 108050 7700 Congress Avenue
Suite 3211
Boca Raton, FL 33487
Suite 3211
Boca Raton, FL 33487
VALMARK SECURITIES, INC.CRD#: 31243 7700 Congress Avenue
Suite 3211
Boca Raton, FL 33487
Suite 3211
Boca Raton, FL 33487
0
Disclosures
4
Years of Experience
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State Registrations
B
Florida 5/12/2023
IA
Florida 6/2/2023
SRO Registrations
B
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IA
Registered with this firm since 6/2/2023
B
Registered with this firm since 5/12/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/16/2019 - 12/06/2021 | Denver, CO | |
B | 11/15/2018 - 11/18/2021 | DENVER, CO |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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