Brian Miller
Brian Miller is a registered investment advisor at LPL Financial LLC, based in Key Largo, FL, with 20 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
Key Largo, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2012Customer Dispute
April 2009Customer Dispute
December 2008Other Business Activities
Brian owns Brian S. Miller PA, an entity for tax/investment purposes, dedicating minimal time. He also operates Miller Wealth Management as a DBA for his LPL business, which is a full-time commitment, and owns a personal boat.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
LPL Financial CorporationBroker
Ifmg Securities, INC.Broker
Oppenheimer & CO. INC.Broker
State Registrations13 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.