RM
RM

Robert Miller

14 Years of Experience
Fredericksburg, VA
Broker

Robert Miller is a registered investment advisor, based in Fredericksburg, VA, with 14 years of industry experience.

Location

308 Wolfe St, Fl 3, Fredericksburg, VA, 22401

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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

Robert works as an advisor at Lantern Wealth Management, dedicating nearly full-time hours to wealth management activities. This activity is investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2012 - April 2022 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2011 - April 2022 · 10 yrs 4 mos
State Registrations14 states
ALCADCFLGAINMDMINCNYOHSCTXVA
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.
Robert Miller - Financial Advisor | TrueAdvisor