Julie Miller is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Denver, CO, with 26 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B 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
200 University Blvd, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Gwfs Equities, INC.Broker
Transamerica Capital, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
State Registrations10 states
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