Benjamin Miller
Benjamin Miller is a registered investment advisor at LPL Financial LLC, based in Coeur D Alene, ID, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Coeur D Alene, ID
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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
Benjamin operates Momentum Wealth Strategies as a DBA for his LPL business, dedicating full-time hours. He is also a Registered Investment Advisor hybrid with Financial Advocates Investment Management, taking nearly full-time hours, and has been a licensed independent insurance agent since 2003, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
Momentum Wealth Strategies
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
PFS Investments INC.Broker
State Registrations6 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.