Sarasota, FL
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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 →Adam is an owner/partner at Miller Financial Group, offering financial planning, life settlements, and insurance sales, dedicating full-time hours to this. He also works as a broker for Atlas Settlement Group, Inc. placing structured settlement annuities, and as an agent for Welcome Funds dealing with viatical settlements, dedicating about 10-20% of his time and minimal time respectively.