Edward Miller is a registered investment advisor at LPL Financial LLC, based in Monroe, LA, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1609 Stubbs Ave., Monroe, LA, 71201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward works for E.L.M. Management, primarily doing medical practice accounting, since 2015. He also operates Lewis Miller Personal Wealth Advisors as a DBA for his LPL business, dedicating about half of his time to it during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Nylife Securities LLCBroker
State Registrations2 states
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