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Beau Miller
21 Years of Experience
Lafayette, LA
1 DisclosureBroker
Beau Miller is a registered investment advisor at Raymond James & Associates, INC., based in Lafayette, LA, with 21 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
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Location
1220 Camellia Blvd, Lafayette, LA, 70508
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2015Denied
Other Business Activities
Beau is the owner/proprietor of BDM, LLC, a rental real estate business, though the condo rental was sold as of June 2024. Beau spends minimal time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2021 - Present · 4 yrs 6 mos
Raymond James & Associates, INC.
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Morgan Stanley
June 2009 - December 2021 · 12 yrs 6 mos
Morgan StanleyBroker
June 2009 - December 2021 · 12 yrs 6 mos
Citigroup Global Markets INC.
June 2006 - June 2009 · 3 yrs
Citigroup Global Markets INC.Broker
June 2006 - June 2009 · 3 yrs
Thrivent Investment Management INC.
March 2005 - June 2006 · 1 yr 3 mos
Thrivent Investment Management INC.Broker
March 2005 - June 2006 · 1 yr 3 mos
State Registrations10 states
ALCACOFLGAKSLAMDOKTX
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.