AM
AM

Ashlee Miller

19 Years of Experience
St. Petersburg, FL
Broker

Ashlee Miller is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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 →
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2019 - Present · 7 yrs
Raymond James & Associates, INC.Broker
July 2019 - Present · 7 yrs
Previous Registrations
Hilltop Securities INC.Broker
April 2016 - December 2017 · 1 yr 8 mos
Hilltop Securities INC.
April 2016 - December 2017 · 1 yr 8 mos
Southwest Securities, INC.Broker
February 2013 - December 2014 · 1 yr 10 mos
Sws Financial Services, INC.
June 2005 - January 2015 · 9 yrs 7 mos
Sws Financial Services, INC.Broker
June 2005 - January 2015 · 9 yrs 7 mos
Banc One Securities Corporation
November 2003 - June 2005 · 1 yr 7 mos
Banc One Securities CorporationBroker
November 2003 - June 2005 · 1 yr 7 mos
Ids Life Insurance CompanyBroker
August 2003 - September 2003 · 1 mo
American Express Financial Advisors INC.Broker
August 2003 - September 2003 · 1 mo
American Express Financial Advisors, INC.
August 2003 - September 2003 · 1 mo
State Registrations1 state
FL
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.