Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Miller is a financial advisor with American Wealth Management, Inc. with over 30 years of experience in the industry. Richard is a licensed Investment Advisor Representative with Series 7 and Series 63 licenses and is registered in several states. Richard specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
Helps you choose top advisors aligned with your financial 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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GA
12/15/2022 - Present
American Wealth Management, Inc. (ALPHARETTA GA)
GA
05/12/1993 - 09/03/2008
AMERICAN WEALTH MANAGEMENT, INC. (ATLANTA GA)
NA
05/16/1988 - 05/24/1993
F.N. WOLF & CO., INC.
NA
02/02/1987 - 05/18/1988
SHERWOOD CAPITAL, INC.
NA
07/24/1985 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 02/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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