Adviser and broker representative · Harbour Investments, Inc.
Valerie N. Miller
CRD 4633262 · Edmonds, WA
At a glance
Valerie N. Miller is an investment adviser representative with Harbour Investments, Inc. in Edmonds, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Valerie’s SEC record dates to 2003, about 23 years ago. Valerie is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Harbour Investments, Inc.Since April 2026Edmonds, WA · $9.6B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Valerie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Harbour Investments, Inc.
- William B. BasinskiEdmonds
- John C. D'AmelioEdmonds · Certified Financial Planner
- Todd S. McCaffrayEdmonds · Certified Financial Planner, Chartered Financial Consultant
- Carlene AbrahamLibertyville
- Pamela K. AhlersHouston · Certified Financial Planner
- Desiree D. AlexanderFitchburg
- Jason R. AngerOostburg
- Jeremy A. ArgueFitchburg · Chartered Financial Consultant
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