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Marshall Miller

3 Years of Experience
Washington, DC
Broker

Marshall Miller is a registered investment advisor at Raymond James & Associates, INC., based in Washington, DC, with 3 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
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Location

1717 Pennsylvania Ave Nw, Suite 1050, Washington, DC, 20006

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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

Marshall is the owner of DMV Turnkey Investments, LLC since 2019, but has no day-to-day responsibilities and spends minimal time on the business. If issues arise, Marshall delegates them to the property management team.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2023 - Present · 2 yrs 5 mos
Raymond James & Associates, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Marks Wealth Management
May 2022 - June 2023 · 1 yr 1 mo
State Registrations13 states
CADCDEFLIAILMDNCNJNYPAUTVA
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.
Marshall Miller - Financial Advisor | TrueAdvisor