Unclaimed Profile

Douglas Frederick Wilburn

VALMARK ADVISERS INC·AKRON, Ohio

SIE, Series 4, Series 7, Series 14, Series 63, Series 66, Series 99TOClean record19 years registeredVALMARK ADVISERS INC

130 SPRINGSIDE DRIVE, AKRON, OH 44333CRD# 1407686Firm CRD# 108050

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas Frederick Wilburn · AKRON, OH

Registration

CRD #1407686 · VALMARK ADVISERS INC · 19 years registered

Brand Profile

Not yet started

Career History

VALMARK ADVISERS, INC.

Jun 2015 – present

VALMARK SECURITIES, INC.

Jun 2015 – present

VALMARK RETIREMENT ADVISERS, LLC

Jan 2017 – Oct 2022

AKRON, OH

J.P. MORGAN CLEARING CORP.

Jun 2013 – Jun 2013

COLUMBUS, OH

J.P. MORGAN SECURITIES LLC

Sep 2012 – Aug 2014

COLUMBUS, OH

CHASE INVESTMENT SERVICES CORP.

Apr 2010 – Oct 2012

COLUMBUS, OH

WAMU INVESTMENTS, INC.

Dec 2006 – May 2009

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 63

Series 66

Series 99TO

Registration record

First registered · December 20, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALMARK ADVISERS INC

CRD 108050 · SEC 801-55564

AUM

$7.0B

Regulatory assets under management

Employees

260

17,262 client accounts

Services offered by VALMARK ADVISERS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at VALMARK ADVISERS INC →

Introduction

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Frequently Asked Questions

What services does Douglas Frederick Wilburn offer?

Douglas Frederick Wilburn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AKRON, Ohio for a consultation.

What are Douglas Frederick Wilburn's credentials?

Douglas Frederick Wilburn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Frederick Wilburn located?

Douglas Frederick Wilburn is based in AKRON, Ohio, working with VALMARK ADVISERS INC. Their office serves clients in the AKRON metropolitan area and surrounding communities.

How does Douglas Frederick Wilburn charge for services?

Douglas Frederick Wilburn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALMARK ADVISERS INC?

VALMARK ADVISERS INC has approximately 260 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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