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Megan Miller

Towerpoint Wealth, LLC

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About Megan Miller

Megan Miller is an investment advisor representative at Towerpoint Wealth, LLC. Megan has been in the financial industry since 2014. Megan has a strong track record of success in helping individuals and families achieve their financial goals. She has a particular focus on working with high-net-worth individuals and families. Megan is committed to providing her clients with personalized financial advice and guidance. She is a highly skilled and experienced financial advisor who is dedicated to helping her clients achieve their financial goals.

Firm Information

Megan Miller is currently registered with Towerpoint Wealth, LLC. Towerpoint Wealth, LLC is a financial advisory firm located in Sacramento, CA. They manage over $418 million in assets for individuals, high-net-worth individuals, businesses, and pension plans. They offer a variety of financial planning and portfolio management services.
Towerpoint Wealth, LLC

500 CAPITOL MALL

SACRAMENTO, CA 95814

$418.96M

Assets Under Management

3

Total Clients

4

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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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.

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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Megan Miller’s Registration & Firm History

CA

01/03/2023 - Present

Towerpoint Wealth, LLC (SACRAMENTO CA)

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Licenses & Designations

BC

Issued 03/01/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/05/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/03/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Miller.
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