Paul Miller
Paul Miller is a registered investment advisor at Equitable Advisors, LLC, based in Wilmington, DE, with 27 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
3 Mill Road, Suite 306, Wilmington, DE, 19806
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2004Other Business ActivitiesSells Insurance
Paul uses an email address to conduct Equitable business and for an approved website. He also has a DBA, is an Investment Advisory Representative, is the Vice Chairman of the Delaware District for the US Tennis Association, and sells fixed insurance products.
Employment History
Current Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Pts Brokerage, LLCBroker
Investment Professionals, INC.Broker
Eagleview Securities, INCBroker
Penn Investment Advisors, INC.
Coastal Equities, INC.Broker
Sunbelt Securities, INC.Broker
Longview Capital Management LLC
Evolve Securities, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
H&r Block Financial Advisors, INC.
Rsm Mcgladrey, INC.
H&r Block Financial Advisors, INC.Broker
State Registrations14 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.