GM
GM

Gregory Miller

25 Years of Experience
Dublin, OH
Broker

Gregory Miller is a registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

6767 Longshore Street, Dublin, OH, 43017

Get directions

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.

Learn about disclosures →
Other Business Activities

Gregory has ownership stakes in multiple rental properties and West Grand LLC, all investment-related. He also owns a portion of Lazy Bird (a food delivery app) and Miller Financial, LLC, dedicating minimal time to these activities.

Employment History
Current Registrations
Wells Fargo Advisors
April 2009 - Present · 17 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Ascend Advisory Group
November 2001 - April 2009 · 7 yrs 5 mos
Royal Alliance Associates, INC.Broker
February 2001 - April 2009 · 8 yrs 2 mos
State Registrations32 states
AZCACODCFLGAHIILINKSKYLAMAMDMIMNMONCNHNJNMNVNYOHPASCTNTXUTVAWAWV
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.
Gregory Miller - Financial Advisor | TrueAdvisor