Floyd Miller
Floyd Miller is a registered investment advisor at Osaic Wealth, INC., based in Abilene, TX, with 42 years of industry experience. Floyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3300 South 14th Street, Suite 100, Abilene, TX, 79605
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Regulatory History (1)
Customer Dispute
December 2000Other Business ActivitiesSells Insurance
Floyd owns Floyd Miller Investments, where he prospects and sells insurance products, dedicating about half his time. He is also involved in several other ventures, including Femar LLC (no longer active), American Financial Education Alliance, West Texas Tribune Inc, and the Abilene Black Chamber of Commerce, among others.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
Advantage Capital CorporationBroker
Advantage Capital Corporation
First American National Securities, INC.Broker
Advantage Capital CorporationBroker
North American Management, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations23 states
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.