William Miller
William Miller is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Willow Grove, PA, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Willow Grove, PA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William sells fixed insurance and property & casualty insurance, dedicating minimal time to each. He also provides investment advisory services and administrative support through Independent Advisor Alliance and Know My Plan, spending nearly full-time on these activities.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
LPL Financial LLCBroker
Independent Advisor Alliance, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
MML Investors Services, LLCBroker
State Registrations3 states
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.