Gary Miller
Gary Miller is a registered investment advisor at LPL Financial LLC, based in Old Tappan, NJ, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1 Dewolf Road, Suite 206, Old Tappan, NJ, 07675
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary provides tax preparation services as a CPA since 1980, dedicating about 10% of his time. He also sells term, UL, and whole life insurance, spending minimal time on this activity, and operates Myriad Wealth Management Group, Ltd. as a DBA for his LPL business, which is a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Royal Alliance Associates, INC.Broker
Nathan & Lewis Securities, INC.Broker
Pmg Securities CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations11 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.