Alison Miller (CRD# 7134845) is an Investment Advisor Representative working at Mission Wealth Management, LP in Austin, TX and has over 2 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mission Wealth Management, LP | Santa Barbara, CA | Mar 2023 - Current | 1 |
| Per Stirling Capital Mangement, LLC | Austin, TX | Jun 2021 - Current | 2 |
| 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 2021 | 10 |
| 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 |
- TX
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Total Assets Under Management7,073MILLIONS
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Total Number of Accounts9,939ACCOUNTS
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Average Account Value$711,637
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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