Casey Miller is a registered investment advisor at Hartford Funds, based in Lake Oswego, OR, with 29 years of industry experience. Casey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 75 clients with $150B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Lake Oswego, OR
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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 →Employment History
Current Registrations
Hartford Funds
Hartford Funds Distributors, LLC
Hartford Funds Distributors, LLCBroker
Previous Registrations
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
D.A. Davidson & CO.Broker
State Registrations7 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.
Exams
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