Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Owen Miller is a financial advisor with over 15 years of experience in the financial services industry. Edward Miller is currently registered with LPL Financial LLC, and is located in Breckenridge, TX. Edward Miller has a diverse background in financial planning, having worked with various firms like First Command Financial Planning, Inc., Edward Jones and Lincoln Financial Securities Corporation. Edward Miller has a wide range of experience and holds several licenses and certifications, including Series 66, Series 7, and the SIE. Edward Miller is also a Registered Representative with FINRA.
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.
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2
TX
05/16/2024 - Present
LPL Financial LLC (BRECKENRIDGE TX)
TX
11/03/2017 - 05/20/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (BRECKENRIDGE TX)
TX
05/06/2009 - 11/17/2017
FIRST COMMAND FINANCIAL PLANNING, INC. (Abilene TX)
TX
03/17/2008 - 11/28/2008
EDWARD JONES (CISCO TX)
BOTH
Issued 05/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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