BM
BM

Billie Carter Miles

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
5,619 clients
Average Client Portfolio
$640K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
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Location

3633 Inland Empire Blvd Suite, Ontario, CA, 91764

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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 ActivitiesSells Insurance

Billie is a partner and co-founder of Milestone Financial & Insurance since 2008, where she works as an insurance agent. This takes nearly full-time hours, with most of the time spent during trading hours.

Employment History
Current Registrations
Simplicity Wealth
February 2025 - Present · 1 yr
Previous Registrations
Lifepro Asset Management
August 2019 - February 2025 · 5 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.