Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Edward Miller is an Investment Advisor Representative at First Foundation Advisors, a registered investment advisor headquartered in Irvine, California. Paul is registered in California as an Investment Advisor Representative. Paul has been in the industry since 1994 and holds Series 6, 7, 63 and 65 licenses. Paul previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC., DEUTSCHE BANK SECURITIES INC., UST SECURITIES CORP. and UST FINANCIAL SERVICES CORP. Paul is currently licensed in California as an Investment Advisor Representative.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/01/2025 - Present
First Foundation Advisors (LOS ANGELES CA)
CA
10/27/2006 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
NY
01/24/2005 - 11/25/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
CT
12/01/2002 - 08/23/2004
UST SECURITIES CORP. (STAMFORD CT)
NY
03/24/1995 - 12/01/2002
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
CT
08/25/1994 - 01/04/1995
UST SECURITIES CORP. (STAMFORD CT)
IA
Issued 11/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Paul Miller is the right advisor for you? Invested Better is here to help.
