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Megan Miller

14 Years of Experience
Tampa, FL
Broker

Megan Miller is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 14 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

1646 W. Snow Avenue, Suite 4, Tampa, FL, 33606

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Megan is the President of the Harvest Cove Home Owner's Association since 2019. She dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2017 - Present · 8 yrs 10 mos
Raymond James & Associates, INC.
May 2017 - Present · 9 yrs
Raymond James & Associates, INC.Broker
May 2017 - Present · 9 yrs
Previous Registrations
Raymond James Financial Services, INC.Broker
May 2011 - May 2017 · 6 yrs
State Registrations16 states
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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.