Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe Henry Miller is a registered investment advisor representative with Independent Financial Group, LLC. Joe has been in the financial services industry since 1984. Joe is a registered investment advisor representative with Independent Financial Group, LLC. Joe has been in the financial services industry since 1984. Joe has a broad range of experience, including working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Joe offers a variety of financial planning and investment services, including portfolio management, retirement planning, and insurance. Joe's commitment to his clients is evident in his dedication to providing them with personalized service and customized financial solutions.
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.
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.
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
CA
10/21/2005 - Present
Independent Financial Group, LLC (Carlsbad CA)
CA
01/17/2023 - 11/03/2023
XTON FINANCIAL LLC (San Diego CA)
AZ
11/16/1998 - 11/21/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
06/14/1988 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
NA
11/09/1984 - 05/19/1988
GRANITE CAPITAL
NA
07/11/1984 - 11/13/1984
ALL SERVICES FINANCIAL CENTER
NA
01/05/1984 - 07/13/1984
SPERRY, YOUNG, NEILSON, DILLON, IVES CO., INC.
BOTH
Issued 10/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/21/1990
Series 4 - Registered Options Principal Examination
BC
Issued 10/10/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/05/1989
Series 24 - General Securities Principal Examination
BC
Issued 04/18/1988
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/24/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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