Richard Miller
Richard Miller is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wilmington, DE, with 26 years of industry experience. Richard 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
Firm Size
IM Fee
Assets Under Management
Location
615 W 18th St., Wilmington, DE, 19802
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Regulatory History (1)
Customer Dispute
October 2024Other Business ActivitiesSells Insurance
Richard is involved in several business activities, including working as an independent insurance agent selling health insurance, owning and managing rental properties, and providing tax preparation/accounting services through Van Buren Financial Group LLC (taking nearly full-time). He also works as a contractor for the AICPA, writing and reviewing questions for the CPA exam, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations24 states
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