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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Miller is a registered investment advisor representative with Fisher Investments. Brian has been in the industry since 2006 and holds licenses in the state of Texas. Prior to joining Fisher Investments, Brian was employed by TD Ameritrade, Charles Schwab & Co., and Wells Fargo Investments, LLC. Brian has experience in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Brian’s experience combined with the resources of Fisher Investments allows Brian to provide investment advice to a broad range of clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
06/14/2024 - Present
Fisher Investments (PLANO TX)
TX
01/05/2023 - 01/08/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
05/16/2022 - 01/19/2023
TD AMERITRADE, INC. (Westlake TX)
TX
12/05/2006 - 01/24/2018
TD AMERITRADE, INC. (FORT WORTH TX)
TX
02/20/2006 - 11/20/2006
WELLS FARGO INVESTMENTS, LLC (DENTON TX)
BC
Issued 05/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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