Loretta Miller is a registered investment advisor at LPL Financial LLC, based in Altamonte Springs, FL, with 16 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
215 N Westmonte Drive, Altamonte Springs, FL, 32714
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Loretta operates Synergy Wealth Alliance as a DBA for her LPL business since 2017. She also provides administrative support to Synergy Investment Management as an IAR, dedicating about 10-20% of her time, and is employed by Miller Roofing, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Woodbury Financial Services, INC.Broker
Multi-Financial Securities CorporationBroker
State Registrations2 states
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