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Elizabeth Miller

3 Years of Experience
Midlothian, VA
BrokerSells Insurance

Elizabeth Miller is a registered investment advisor, based in Midlothian, VA, with 3 years of industry experience.

Location

130 Wylderose Drive, Midlothian, VA, 23113

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Elizabeth works as a financial advisor for Virginia Asset Management, dedicating full-time hours. She is also the President/CEO of Visionary Financial, performing business valuations, but spends minimal time on this. Additionally, Elizabeth is an insurance agent selling fixed insurance products, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
July 2024 - Present · 2 yrs
Cetera Investment Advisers LLC
July 2024 - Present · 2 yrs
Previous Registrations
Rossby Financial, LLC
February 2024 - July 2024 · 5 mos
Cambridge Investment Research Advisors, INC.
March 2023 - March 2024 · 1 yr
Cambridge Investment Research, INC.Broker
May 2022 - March 2024 · 1 yr 10 mos
State Registrations4 states
AZCOOHVA
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.