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Andrew David Miller

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingDivorce PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
8,964 clients
Average Client Portfolio
$440K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$5K
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Location

14143 Denver West Pkwy, Suite 450, Golden, CO, 80401

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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

Andrew is involved in several outside business activities. He sells health and non-variable insurance, works as a part-time pilot for United Airlines, and operates Western Wealth Management, LLC as a DBA for his LPL business, also acting as a registered investment advisor representative. He dedicates a few hours per week to selling non-variable insurance.

Employment History
Current Registrations
Western Wealth Management LLC
June 2016 - Present · 9 yrs 8 mos
LPL Financial LLC
August 2014 - Present · 11 yrs 6 mos
LPL Financial LLCBroker
August 2014 - Present · 11 yrs 6 mos
Previous Registrations
Western Wealth Management LLC
August 2014 - June 2016 · 1 yr 10 mos
LPL Financial LLC
August 2014 - August 2014 · 0 mos
AXA Advisors, LLC
January 2010 - August 2014 · 4 yrs 7 mos
AXA Advisors, LLCBroker
January 2010 - August 2014 · 4 yrs 7 mos
Townsend Retirement Specialists
September 2009 - November 2009 · 2 mos
Securities America, INC.Broker
August 2009 - November 2009 · 3 mos
AXA Advisors, LLC
November 2002 - September 2009 · 6 yrs 10 mos
AXA Advisors, LLCBroker
March 2002 - September 2009 · 7 yrs 6 mos
State Registrations17 states
AKCACOFLIDILMDMIMNMONHORSCSDTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew David Miller - Financial Advisor | TrueAdvisor