Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee J. Miller is a Certified Financial Planner® and a registered Investment Advisor Representative with Miller Capital Management, Inc. based in Bethesda, Maryland. Lee has over 25 years of experience in the financial services industry. Lee J. Miller is also a Certified Public Accountant (CPA). Miller Capital Management, Inc. provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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MD
01/21/2011 - Present
Miller Capital Management, Inc. (BETHESDA MD)
IA
Issued 12/05/1994
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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