Unclaimed
Gary Bruce Miller is a registered investment advisor with LPL Financial LLC. Gary has been in the industry since 1984 and has experience with a variety of financial products and services. Gary is also a Certified Public Accountant and has been preparing taxes since 1980. Gary can provide financial advice and services to individuals, families, businesses, and institutions.
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
NJ
07/30/2018 - Present
LPL Financial LLC (OLD TAPPAN NJ)
NY
07/27/2015 - 07/27/2018
FIRST ALLIED SECURITIES, INC. (HAWTHORNE NY)
NY
02/22/2000 - 07/28/2015
NATIONAL PLANNING CORPORATION (HAWTHRONE NY)
AZ
11/01/1995 - 02/28/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
06/02/1994 - 11/02/1995
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IL
02/22/1994 - 06/07/1994
PMG SECURITIES CORPORATION (ELGIN IL)
PA
05/10/1984 - 02/21/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 01/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/07/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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