Robert Miller
Robert Miller is a registered investment advisor at LPL Financial LLC, based in Peoria, IL, with 37 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
10225 N Knoxville Ave, Peoria, IL, 61615
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Regulatory History (1)
Customer Dispute
February 2003Other Business ActivitiesSells Insurance
Robert owns rental real estate since 2003, renting office space to numerous tenants. Since 2012, he also sells non-variable insurance products, including whole life, term, disability, and long-term care insurance, dedicating minimal time to this activity. Robert also acts as Investment Strategists at Better Banks since 2013, DBA for LPL Business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Dean Witter Reynolds INC.Broker
R. G. Dickinson & CO.Broker
American Investment Services, INC.Broker
State Registrations36 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.