Khary Miller
Khary Miller is a registered investment advisor at LPL Financial LLC, based in Tarrytown, NY, with 22 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
120 White Plains Rd Ste 112, Tarrytown, NY, 10591
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Regulatory History (1)
Customer Dispute
July 2020Other Business ActivitiesSells Insurance
Khary is a broker for National New York Long Term Care, selling life, long-term care, disability, health, and fixed annuity insurance since 2017. He also owns Clearstone Wealth Strategies LLC, is an IAR for Lexco Wealth Management (spending about 10% of his time there), sells non-variable insurance, and works as a firefighter (spending about a quarter of his time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lexco Wealth Management, INC.
Lexco Wealth Management, INC.
Lexco Wealth Management, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLCBroker
State Registrations10 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.