Stephen Miller (CRD# 2686150) is an Investment Advisor Representative working at Dean Investments in Beavercreek, OH and has over 28 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| C.h. Dean, Inc. | Dayton, OH | Apr 1992 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1995 |
- OH
-
Total Assets Under Management890MILLIONS
-
Total Number of Accounts541ACCOUNTS
-
Average Account Value$1,644,399
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, IN, KS, KY, LA, MI, MO, NC, NE, NH, OH, OK, TN, TX
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