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Greg H Miller

Guardian Capital, LLC

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About Greg H Miller

Greg Miller is a financial advisor at Guardian Capital, LLC. Greg is a registered investment advisor in Pennsylvania. He is also a Series 7 and Series 63 licensed representative, as well as a Series 6 licensed representative. Greg holds a Uniform Investment Adviser Law Examination and a Uniform Securities Agent State Law Examination license. Greg Miller has been in the industry since 2002. Greg specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. He is also a partner in Greg Miller & Associates, which provides estate planning services and insurance products.

Firm Information

Greg Miller is currently registered with Guardian Capital, LLC. Guardian Capital, LLC is an investment advisor with 3 licensed agents and $105,909,675 in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals. They have 148 high-net-worth individual clients and 12 individuals other than high-net-worth clients.

$105.91M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Greg Miller’s Registration & Firm History

PA

01/31/2011 - Present

Guardian Capital, LLC (WEXFORD PA)

PA

12/03/2008 - 11/10/2010

HARVEST FINANCIAL CORPORATION (WEXFORD PA)

PA

06/06/2005 - 12/04/2008

ING FINANCIAL PARTNERS, INC. (WEXFORD PA)

NE

12/01/2004 - 06/02/2005

SECURITIES AMERICA, INC. (LAVISTA NE)

CA

02/18/2003 - 12/07/2004

LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)

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Licenses & Designations

IA

Issued 04/29/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2008

Series 7 - General Securities Representative Examination

BC

Issued 02/14/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Greg H Miller.
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