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Kelly J Miller

Lincoln Financial Distributors, Inc.

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About Kelly J Miller

Kelly Miller is a financial advisor who has been in the industry since June 1997. Kelly has a Series 6 and Series 63 license and holds a SIE designation. Kelly currently works at Lincoln Financial Distributors, Inc., and is registered with FINRA and the state of Texas. Previously, Kelly was employed by Lincoln Financial Advisors Corporation, VALIC Financial Advisors, Inc., Allstate Financial Services, LLC, Nationwide Investment Services Corporation, LPL Financial LLC, and The Variable Annuity Marketing Company.

Firm Information

Kelly Miller is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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.

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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Kelly Miller’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

01/20/2023 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

TX

05/21/2018 - 01/27/2023

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

04/14/2017 - 06/11/2018

ALLSTATE FINANCIAL SERVICES, LLC (Clute TX)

OH

08/24/2015 - 12/08/2016

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

TX

12/03/2009 - 08/25/2015

LPL FINANCIAL LLC (LAKE JACKSON TX)

TX

03/16/1998 - 12/11/2009

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

04/09/1997 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

IL

02/06/1997 - 04/09/1997

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 01/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly J Miller.
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