WB
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Whitney Bowers-Miller

22 Years of Experience
York, PA
Broker

Whitney Bowers-Miller is a registered investment advisor at Cetera Investment Advisers LLC, based in York, PA, with 22 years of industry experience. Whitney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

105 Leader Heights Rd, York, PA, 17403

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Whitney works as a financial professional providing administrative support to financial advisors at Orrstown Bank - Orrstown Financial Advisors. This takes nearly full-time hours, mostly during trading hours.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
Cetera Investment Advisers LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
LPL Financial LLCBroker
November 2016 - September 2024 · 7 yrs 10 mos
LPL Financial LLC
November 2016 - September 2024 · 7 yrs 10 mos
Cetera Advisor Networks LLC
October 2013 - November 2016 · 3 yrs 1 mo
Cetera Advisor Networks LLCBroker
October 2013 - November 2016 · 3 yrs 1 mo
Ameriprise Financial Services, INC.
May 2005 - October 2013 · 8 yrs 5 mos
Ameriprise Financial Services, INC.Broker
February 2005 - October 2013 · 8 yrs 8 mos
Ids Life Insurance CompanyBroker
February 2005 - July 2006 · 1 yr 5 mos
M&t Securities, INC.Broker
October 2000 - January 2002 · 1 yr 3 mos
Keystone Brokerage, LLCBroker
April 2000 - October 2000 · 6 mos
State Registrations1 state
PA
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.