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Douglas Frederick Wilburn

VALMARK ADVISERS INC·AKRON, Ohio
Unclaimed Profile
130 SPRINGSIDE DRIVE, AKRON, OH 44333CRD# 1407686Firm CRD# 108050
01

About

Douglas Frederick Wilburn is a registered financial advisor based in AKRON, Ohio, affiliated with VALMARK ADVISERS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
VALMARK ADVISERS INC
VALMARK ADVISERS, INC.
AUM
$7.0B
Regulatory assets under management
Employees
260
Total firm employees
View all advisors at VALMARK ADVISERS INC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1407686
Firm CRD# 108050
3 disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in AKRON
Shelly Ann Goering — VALMARK RETIREMENT ADVISERS, LLCMichael Andrew Mcclary — VALMARK ADVISERS INCCaleb Jonathan Callahan — VALMARK ADVISERS INCMatthew James Dunn — SEQUOIA FINANCIAL ADVISORS, L.L.C.Lawrence Joseph Rybka — VALMARK ADVISERS INC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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