Derwood Miller is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hartville, OH, with 29 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
700 S Prospect Ave, Hartville, OH, 44632
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Derwood is a business owner of Wildlife Limited, Ltd since 2002, a notary since 2020, and involved in real estate rental through Cornerstone Properties of Lake, LLC since 2001. He also works in tax preparation/accounting/CPA through MJ Miller & Co CPAs since 2006 and operates D. Scott Miller Investments LLC, dedicating about half of his time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
H.D. Vest Advisory Services, INC
H.D. Vest Advisory Services, INC
Avantax Investment Services, INC.Broker
Investment Management & Research, INCBroker
State Registrations26 states
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