Douglas Miller
Douglas Miller is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Annapolis, MD, with 26 years of industry experience. Douglas 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
888 Bestgate Rd Ste 401, Annapolis, MD, 21401
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Douglas may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. These insurance companies are not affiliated with Northwestern Mutual.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Eagle Fund Distributors, INC.Broker
Raymond James & Associates, INC.Broker
Deutsche Investment Management Americas INC.
Scudder Distributors, INC.Broker
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
State Registrations26 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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