JM
CFA
JM
CFA

Joshua Miller

16 Years of Experience
Dallas, TX
Broker

Joshua Miller is a CFA-designated registered investment advisor at Neuberger Berman Bd LLC, based in Dallas, TX, with 16 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)
Firm Size
837 advisors
IM Fee
Planning only
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Location

325 N. St Paul Street 49th Floor, Dallas, TX, 75201-3857

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joshua is a general partner in AE Data Services, a data entry company, since 2004. The business is not currently active, and Joshua spends no time on it, though it maintains a website and bank account.

Employment History
Current Registrations
Neuberger Berman Bd LLC
September 2009 - Present · 16 yrs 8 mos
Neuberger Berman Bd LLCBroker
April 2009 - Present · 17 yrs 1 mo
Neuberger Berman Bd LLC
April 2009 - Present · 17 yrs 1 mo
State Registrations2 states
NYTX
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.