Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bradford Miller is a registered investment advisor representative at Level Four Advisory Services. John has been in the financial services industry since 1997. He specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations. John is also a registered investment advisor in South Carolina and Virginia. Prior to joining Level Four Advisory Services, John was an advisor representative with Mid-Atlantic Securities, Inc. and Raymond James Financial Services, Inc.
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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
10/14/2022 - Present
Level Four Advisory Services (DALLAS TX)
VA
09/16/2002 - 10/31/2022
MID-ATLANTIC SECURITIES, INC. (CHARLOTTESVILLE VA)
FL
01/04/1999 - 09/17/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
10/03/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NC
09/17/1997 - 10/10/1997
MID-ATLANTIC SECURITIES, INC. (RALEIGH NC)
IA
Issued 06/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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