Jessyca Miller
Jessyca Miller is a registered investment advisor at LPL Financial LLC, based in Ft. Worth, TX, with 26 years of industry experience. Jessyca is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1200 Summit Ave Ste 502, Ft. Worth, TX, 76102
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2014Other Business ActivitiesSells Insurance
Jessyca operates Caprock Wealth Advisors, LLC and Thirteen Twenty-Two Advisors as DBAs for her LPL business. She also works with Highland Capital Brokerage, Simplicity Life, and Liberty Bankers Insurance Group selling non-variable insurance products, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bbva Securities INC.Broker
Bbva Wealth Solutions INC.
Bbva Compass Investment Solutions, INCBroker
Guaranty Brokerage Services, INC.Broker
Capital Brokerage CorporationBroker
Allfirst Brokerage CorporationBroker
State Registrations10 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.
Exams
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