Lee Miller is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Bay City, MI, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
122 Uptown Drive, Suite 401, Bay City, MI, 48708
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lee owns a rental property and serves as treasurer for the Michigan Lutheran Seminary (MLS) Foundation, dedicating minimal time to each. Lee is also a Director and Officer (Secretary) for TriCity Brewing Company, meeting a few hours every other month.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations28 states
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