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Lee Dennis Miles

Private Advisor Group, LLC

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About Lee Dennis Miles

Lee Dennis Miles is a financial advisor with Private Advisor Group, LLC, a registered investment advisor firm. Lee Miles has been in the financial industry since 2005 and is licensed to sell insurance. Lee Miles provides financial advice through LDM Advisors, which is the business under which Lee Miles provides investment advice through Private Advisor Group, LLC. Lee Miles is registered with the state of Michigan and Texas. Lee Miles has a Chartered Financial Consultant designation and specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.

Firm Information

Lee Miles is currently registered with Private Advisor Group, LLC. Private Advisor Group, LLC is a financial advisory firm headquartered in Morristown, New Jersey. The firm manages over $35 billion in assets for individuals, families, businesses, charitable organizations, pension plans, and insurance companies. They offer a wide range of financial planning and investment management services, including portfolio management, retirement planning, college savings planning, and estate planning. Private Advisor Group has a team of over 700 licensed financial advisors and investment professionals.
Private Advisor Group, LLC

305 MADISON AVENUE

MORRISTOWN, NJ 07960

$35.29B

Assets Under Management

1,120

Total Clients

647

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation/referral

Solicitation/referral

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/referral fees

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Lee Miles’s Registration & Firm History

NJ

07/19/2024 - Present

Private Advisor Group, LLC (MORRISTOWN NJ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lee Dennis Miles.
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