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Linda Miller

31 Years of Experience
White Plains, NY
1 DisclosureBrokerSells Insurance

Linda Miller is a registered investment advisor at Cetera Investment Advisers LLC, based in White Plains, NY, with 31 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4 W Red Oak Ln Ste 110, White Plains, NY, 10604

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History

Regulatory History (1)
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Customer Dispute
February 2008
Settled
Other Business ActivitiesSells Insurance

Linda sells fixed insurance with various companies and is an insurance agent selling life, health, disability, annuities, and long-term care, dedicating a few hours per week. She also works as a chief actuary for Westminster U.S.A. LTD. and Resource Technologies, Inc., and provides administrative assistance for several financial corporations, and is a trustee for The Osborn retirement community.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2021 - June 2023 · 2 yrs 3 mos
Walnut Street Securities, INC.Broker
June 2008 - September 2013 · 5 yrs 3 mos
Securities Service Network, INC.Broker
August 1996 - April 2008 · 11 yrs 8 mos
Securities Service Network, INC.Broker
July 1996 - August 1996 · 1 mo
Prime Capital Services, INC.Broker
January 1995 - December 1996 · 1 yr 11 mos
State Registrations8 states
CTFLNJNYPARISCVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.