Edward Miller
Edward Miller is a registered investment advisor at LPL Financial LLC, based in Breckenridge, TX, with 17 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
103 W. Elm St. Suite 200, Breckenridge, TX, 76424
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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
Edward is involved with Xeo Wealth Planning, selling non-variable insurance products including disability, LTC, fixed annuities, and traditional life insurance. This takes about a quarter of his time. Edward also uses Xeo Wealth Planning as a DBA for his LPL business, dedicating about half of his time to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
First Command Advisory Services
First Command Financial Planning, INC.Broker
First Command Financial Planning, INC.
Edward Jones
Edward JonesBroker
State Registrations14 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.