John Miller is a CFP-designated registered investment advisor, based in Rockville, MD, with 18 years of industry experience.
Location
2400 Research Blvd., Ste. 320, Rockville, MD, 20850
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Regulatory History
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 →Other Business ActivitiesSells Insurance
John is a board member for Dunbar Alexandria-Olympic Boys & Girls Club, an independent insurance agent for Betz Financial Advisory LLC, and manages beehives as the owner of Light of the Capital at Woodbyrne Farm. He is also a co-founder of Ascent Wealth Strategies Group, LLC, dedicating nearly full-time hours per week, and an advisory representative of a RIA at CIRA, spending about half his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Northwestern Mutual Investment Services, LLCBroker
New England SecuritiesBroker
State Registrations18 states
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