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LM
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Laine Elizabeth Miller
Integrity Wealth Advisors, LLC
9 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Charitable Giving
Education Planning
Tax Planning
Financial Planning & Coaching
High Net Worth
Integrity Wealth Advisors, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
6 advisors
Number of Clients
823 clients
Average Client Portfolio
$334K average
Assets Under Management
$274.9M
Fee Structure
Investment Management
Planning
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Location
196 S. Fir St., Suite 140, Ventura, CA, 93001
Get directions
History
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.
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Criminal
July 2014
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Integrity Wealth Advisors, LLC
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.
September 2016 - August 2018 · 1 yr 11 mos
Ameriprise Financial Services, INC.
Broker
May 2016 - August 2018 · 2 yrs 3 mos
State Registrations
1 state
CA
Advisor
Exams
No exam information available for this advisor.
Laine Elizabeth Miller - Financial Advisor | TrueAdvisor