Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Alvin Miller is a registered investment advisor representative with Blackrock Investment Management, LLC. James is also registered in New Jersey and has a background with Dimensional Fund Advisors, DFA Securities LLC, and BlackRock Execution Services. James has been in the financial services industry since 2006 and has a Series 63, Series 65, Series 7, and SIE. James is active in providing advisory services to individuals, businesses, investment companies, and pooled investment vehicles. Blackrock Investment Management, LLC manages over $458 billion in client assets, providing financial advisory services to a variety of clients.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
04/04/2017 - Present
Blackrock Investment Management, LLC (San Francisco CA)
TX
11/07/2011 - 03/24/2017
DFA SECURITIES LLC (AUSTIN TX)
CA
10/13/2006 - 06/15/2011
BLACKROCK EXECUTION SERVICES (SAN FRANCISCO CA)
IA
Issued 01/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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