Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Miller is an investment advisor representative at CSP Financial Group LLC, a registered investment advisor based in Scottsdale, Arizona. Douglas has been in the industry since 1983 and has extensive experience in various financial services. Douglas Miller has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, and small businesses. Douglas holds a Series 7, 63, 66 and 26 licenses, and has been registered with the state of Arizona since 1984.
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.
Portfolio analysis (mri) 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.
Co-advisor fees
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2
AZ
05/29/2024 - Present
CSP Financial Group LLC (SCOTTSDALE AZ)
AZ
10/18/2011 - 11/01/2012
SII INVESTMENTS, INC. (SCOTTSDALE AZ)
AZ
08/03/2009 - 01/06/2010
FOOTHILL SECURITIES, INC. (PHOENIX AZ)
AZ
06/24/1994 - 08/03/2009
CUE FINANCIAL GROUP, INC. (PHOENIX AZ)
CA
09/25/1992 - 06/24/1994
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
AZ
08/28/1991 - 03/05/1992
FOX & COMPANY (SCOTTSDALE AZ)
NA
03/05/1986 - 08/19/1989
KORN, WOMACK, STERN AND ASSOCIATES, INC.
NA
07/21/1983 - 03/13/1986
CONSOLIDATED INVESTMENT SERVICES, INC.
BOTH
Issued 06/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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