BM
BM
Brittany Miller
8 Years of Experience
St. Petersburg, FL
1 DisclosureBroker
Brittany Miller is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 8 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
Loading...
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 2011Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2020 - Present · 6 yrs 6 mos
Raymond James & Associates, INC.
January 2020 - Present · 6 yrs 6 mos
Raymond James & Associates, INC.Broker
January 2020 - Present · 6 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2018 - December 2021 · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
August 2018 - December 2021 · 3 yrs 4 mos
Invest Financial CorporationBroker
June 2017 - March 2018 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.