Unclaimed
Craig Harrison Miller is an investment advisor representative registered with LPL Financial LLC. Craig has been in the industry since 1996 and has worked with Edward Jones and UVEST Financial Services Group, Inc. prior to joining LPL Financial. Craig has a combined state law license (Series 66) and a general securities representative license (Series 7) as well as a securities industry essentials exam (SIE). Craig is currently licensed in Alabama, California, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Mississippi, New York, Oklahoma, Tennessee and Texas. Craig works with a variety of clients including individuals, high-net-worth individuals, trusts, estates, corporations and retirement plans.
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
TN
01/23/2024 - Present
LPL Financial LLC (MURFREESBORO TN)
TN
01/31/2003 - 04/28/2011
EDWARD JONES (MURFREESBORO TN)
NC
09/17/1996 - 02/04/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
TN
07/24/1996 - 09/19/1996
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
BOTH
Issued 04/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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