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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 financial advisor currently registered with LPL Financial LLC in Plantation, Florida. Brian Miller has been in the financial services industry since July 2005. Brian Miller previously worked for SunTrust Investment Services, Inc., Citigroup Global Markets Inc., LPL Financial Corporation, IFMG Securities, Inc. and Oppenheimer & Co. Inc. Brian Miller has a total of 11 state registrations and one investment advisor registration.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/24/2016 - Present
LPL Financial LLC (PLANTATION FL)
FL
12/16/2009 - 06/03/2016
SUNTRUST INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
FL
10/15/2008 - 12/19/2009
CITIGROUP GLOBAL MARKETS INC. (DELRAY BEACH FL)
FL
03/04/2008 - 11/14/2008
LPL FINANCIAL CORPORATION (AVENTURA FL)
FL
04/20/2006 - 03/04/2008
IFMG SECURITIES, INC. (AVENTURA FL)
NY
01/19/2004 - 10/27/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
BOTH
Issued 10/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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