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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Miller is a financial advisor with over 40 years of experience in the industry. Gregory Miller is registered to provide investment advisory services in Arkansas, Florida, Hawaii, Kansas, Kentucky, Louisiana, Missouri, Montana, Nebraska, North Dakota, Oklahoma, South Dakota, and Virginia. Gregory Miller is a registered representative of LPL Financial LLC, and also offers investment advisory services through LPL Financial LLC. The firm provides a wide range of financial products and services to individuals, businesses, and institutions. Gregory Miller's experience and expertise enable him to help clients achieve their financial goals.
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
MO
07/21/2021 - Present
LPL Financial LLC (LEES SUMMIT MO)
MO
07/24/2000 - 07/21/2021
WADDELL & REED (LEES SUMMIT MO)
MN
05/10/2000 - 07/24/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
06/22/1999 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MO
02/15/1996 - 07/13/1999
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
MO
01/28/1991 - 02/27/1996
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
KS
06/04/1980 - 01/29/1991
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 08/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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