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Martin Miller

27 Years of Experience
Lubbock, TX
2 DisclosuresBroker

Martin Miller is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lubbock, TX, with 27 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4010 82nd Street, #215, Lubbock, TX, 79423

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History

Regulatory History (2)
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Employment Separation After Allegations
July 2012
Customer Dispute
October 2000
Settled
Other Business Activities

Martin is a PGA professional and teaches individual and group golf lessons, dedicating about 10-20% of his time to this. He also works as a golf teacher, spending about 10-20% of his time on this activity as well.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2013 - Present · 13 yrs 7 mos
Raymond James Financial Services, INC.Broker
September 2012 - Present · 14 yrs 1 mo
Previous Registrations
Edward Jones
February 2007 - August 2012 · 5 yrs 6 mos
Edward JonesBroker
April 1999 - August 2012 · 13 yrs 4 mos
State Registrations9 states
ALAZCOFLIDNCNMOKTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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