Alison MillerCRD Number: 7134845
Current Firm: Per Stirling Capital Management, LLC
Alison Miller (CRD# 7134845) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has 1 year of experience in the finance industry.
Pbl Wealth Management
|Per Stirling Capital Mangement, LLC||Austin, TX||Jun 2021 - Current||< 1|
|Per Stirling Capital Management, LLC||Austin, TX||May 2020 - Jun 2021||1|
|Fossil||Austin, TX||Nov 2019 - May 2021||1|
|Student||Austin, TX||Jul 2010 - May 2020||9|
|Per Stirling Capital Management, LLC||Austin, TX||May 2019 - Aug 2019||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2022|
Total Assets Under Management1,373MILLIONS
Total Number of Accounts3,464ACCOUNTS
Average Account Value$396,360
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, FL, GA, ID, IL, LA, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WA
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