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Craig Miller

44 Years of Experience
Lansing, MI
1 DisclosureBrokerSells Insurance

Craig Miller is a registered investment advisor at LPL Financial LLC, based in Lansing, MI, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

924 Centennial Way Ste 480, Lansing, MI, 48917-8247

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2022
Denied
Other Business ActivitiesSells Insurance

Craig is involved with Craig Miller Professional Financial Services, selling non-variable insurance since 1976, and it is investment-related. He also serves as a non-profit board member for Woodridge Commons Condominium Association since 2005 and owns rental real estate since 1997, dedicating full-time hours to these activities.

Employment History
Current Registrations
LPL Financial LLC
August 2022 - Present · 3 yrs 11 mos
LPL Financial LLC
August 2022 - Present · 3 yrs 11 mos
LPL Financial LLCBroker
August 2022 - Present · 3 yrs 11 mos
Previous Registrations
MML Investors Services, LLC
October 2010 - August 2022 · 11 yrs 10 mos
MML Investors Services, LLCBroker
January 1988 - August 2022 · 34 yrs 7 mos
Massachusetts Mutual Life Insurance CompanyBroker
March 1982 - January 1988 · 5 yrs 10 mos
State Registrations11 states
ARCACOFLILINMINCOHTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.