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Alice Miller

24 Years of Experience
BrokerSells Insurance

Alice Miller is a registered investment advisor at Allstate Financial Advisors, LLC, based in Centreville, VA, with 24 years of industry experience. Alice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.

Compensation
N/A
Firm Size
336 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.

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Location

13890 Braddock Rd Ste 110, Centreville, VA, 20121-2436

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alice is the President of The Parks Insurance Agency, Inc., where she sells and services insurance policies and manages the agency's operations. This activity takes more than full-time hours.

Employment History
Current Registrations
Allstate Financial Advisors, LLC
September 2018 - Present · 7 yrs 7 mos
Allstate Financial Services, LLCBroker
March 2002 - Present · 24 yrs 1 mo
State Registrations8 states
CODCFLINMDNCSCVA
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.
Alice Miller - Financial Advisor | TrueAdvisor