Chief Compliance Officer/chief Legal Officer · Valmark Advisers, Inc.
Douglas F. Wilburn
CRD 1407686 · Named on Form ADV at one SEC-registered adviser
At a glance
Valmark Advisers, Inc., an SEC-registered wealth manager based in Akron, OH with $10.2 billion in regulatory assets, lists Douglas F. Wilburn on its Form ADV as Chief Compliance Officer/chief Legal Officer, a control person.
Firms and roles
- Valmark Advisers, Inc.Chief Compliance Officer/chief Legal OfficerWealth manager · Akron, OH · $10B in regulatory assets
AtlasMembers
Douglas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Lawrence J. RybkaPresident, Director, Valmark Advisers, Inc.
- Michael A. McClaryChief Investment Officer, Valmark Advisers, Inc.
- Caleb J. CallahanEVP, Chief Operating Officer, Valmark Advisers, Inc.
- Elizabeth E. KozenkoVP Accounting & Finance, Valmark Advisers, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Douglas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.