Robert Miller
Robert Miller is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Indianapolis, IN, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9449 Priority Way West Dr., Indianapolis, IN, 46240
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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
Robert is the owner of Miller Financial Services, LLC, a support company used for payroll/tax purposes, dedicating minimal time. He also works as an independent contractor and co-branch manager for Miller Wealth Advisors, LLC, spending about half his time, and sells non-variable life insurance products with multiple companies, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
Aal Capital Management CorporationBroker
State Registrations21 states
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