Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billie? Claim Your ProfileBillie Carter Miles is a financial advisor currently registered with Simplicity Wealth, headquartered in Summit, NJ. Billie has been in the financial services industry since June 2008. Billie currently holds an active Investment Advisor (IA) registration with California and is a Registered Representative (RA). Billie is also a partner and co-founder of Milestone Financial & Insurance in Ontario, CA. Billie specializes in retirement planning, college savings, estate planning, insurance, and investment strategies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/19/2025 - Present
Simplicity Wealth (Ontario CA)
Active
Inactive
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