Boca Raton, FL Congress Avenue Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
ValMark Advisers, Inc.
Multi-team
Firm-wide stats for ValMark Advisers, Inc.
About
Valmark Advisers provides investment advisory and financial planning services to a broad client base that includes individual and high‑net‑worth investors, retirement plan sponsors, and institutional entities such as banks, trust companies and investment companies. It delivers these services through a network of investment advisory representatives (IARs) using proprietary and third‑party platforms, including the ACCESS and ACCESS Direct programs, sub‑advisory relationships, wrap fee programs, and consulting engagements.
The firm’s investment approach centers on diversified, goal‑based model portfolios and asset allocation, with implementation largely via mutual funds, ETFs and separate‑account managers; client accounts are monitored and typically rebalanced by IARs with oversight from Valmark’s investment committee. Valmark also integrates third‑party manager programs and Schwab‑custodied strategist portfolios into client solutions, and provides quarterly performance reporting and periodic reviews as part of ongoing advisory relationships.
What is distinctive about Valmark is its involvement with investment‑company products and index licensing: Valmark serves as adviser to the TOPS® ETF Portfolios within the Northern Lights Variable Trust and is the index sponsor for the TOPS® Global Equity Target Range™ Index (licensed to WisdomTree), arrangements that generate licensing and ancillary compensation and for which the firm documents fee‑offsets and disclosures. The firm also offers a range of annuity‑linked advisory options (linked fee‑based annuities, fee‑based variable annuities and fee‑based variable life), operates an Annuity Service Center for servicing unaffiliated RIAs, and discloses its affiliated broker‑dealer and insurance agency relationships and revenue‑sharing practices in its Form ADV.
Based on ValMark Advisers, Inc.
Location
7700 Congress Avenue, Suite 3211
Boca Raton FL 33487
Advisors at this office
3
Advisors at this office
Robert M
CFP®, Series 63
Boca Raton, FL
ValMark Advisers, Inc.
Robert Miller is a CFP® professional with 34 years of industry experience, currently serving at ValMark Advisers, Inc. since 2003. He also has a long tenure with ValMark Securities, Inc. beginning in 2002. Outside of his advisory role, he is involved in sales of non-securities related products through New England Securities and other insurance companies. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 investment advisory representatives. The firm employs diversified, goal-based model portfolios and emphasizes multi-asset allocation using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and extensive due diligence processes.
Allison M
CFP®, Series 66
Boca Raton, FL
ValMark Advisers, Inc.
Allison Miller is a CFP® professional with five years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. She previously worked at Global Retirement Partners and LPL Financial, LLC. Outside of her financial advisory role, she is involved in dog walking and pet sitting through the Rover app. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.
Lindsay T
Series 66
Boca Raton, FL
ValMark Advisers, Inc.
Lindsay Torres is a financial advisor with ValMark Advisers, Inc. and holds a Series 66 designation. She has nine years of industry experience and has been with The Miller Financial Group since 2016, where she also serves as Chief Operating Officer of TMFG, LLC. Her role includes leadership and management of client service teams as well as client retention. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from ValMark’s investment committee.
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