Warren Marshall Miller

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1980 → Present
  Insurance Consultants Of Va Inc.
  Newport News, VA
• 12/2002 → Present
  Insurance Brokers Of Virginia, Inc,
  Newport News, VA
• 12/2008 → Present
  Valmark Securities, Inc.
  Akron, OH
• 02/2009 → Present
  Miller Advisory Services, Inc.
  Newport News, VA
• 09/2015 → Present
  Valmark Advisers, Inc.
  Akron, OH

Previous Registrations

• 2009-02-26 → 2015-09-17
  Miller Advisory Services, Inc.
  Williamsburg, VA
• 2008-12-10 → 2009-02-17
  Valmark Advisers, Inc.
  Newport News, VA
• 2003-08-04 → 2008-12-02
  Pruco Securities, Llc.
  Newport News, VA
  Newport News, VA

Other Businesses

1.PRES./OWNER OF INSURANCE CONSULTANTS OF VIRGINIA, INC.// 2. NOTARY// 3. OWNER AND PRESIDENT OF INSURANCE BROKERS OF VIRGINIA, INC./// 4. RIVERWOOD ASSOCIATION, LTD; 22511 CYPRESS POINT ROAD, WILLIAMSBURG, VA 23185 ; MEMBERSHIP ORGANIZATION; Secretary/Treasurer; ADMINISTRATIVE ONLY; NOT INVESTMENT RELATED; NO CLIENT INVOLVEMENT; STARTED 10/2014; NO COMPENSATION/// 5 . Miller Advisory Services, Inc., 16810 Holly Point Rd., Williamsburg, VA 23185; Consulting Services - NOT INVESTMENT RELATED; Owner; Fee based Insurance Consulting; employed Feb 2009- present. 6. William & Mary Athletic Foundation; Board Member; NOT Investment Related; Start Date 9/18/2020; Approximately 1-5 hrs. per month; Not Compensated.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-13
• S63 Uniform Securities Agent State Law Examination
  1983-01-26

Designations

• Chartered Financial Consultant