Paul Miller, financial advisor Boca Raton FL

Paul Miller

CRD Number: 1759970
Current Firm: Indian River Financial Group, Inc.
Compensation Model: Both
Paul Miller (CRD# 1759970) is an Investment Advisor Representative working at Indian River Financial Group, Inc. in Boca Raton, FL and has over 14 years of experience in the finance industry. Paul Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
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Professional Designations
Company Name Location Dates Years
Indian River Financial Group, Inc. Boca Raton, FL Jun 1994 - Current 26
Triad Advisors, Inc. Norcross, GA Mar 2007 - Jul 2008 1
United Planners' Financial Services Of America A Limited Partner Scottsdale, AZ Apr 1999 - Mar 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
Contact Info for Paul B. Miller
Phone Number: 561-362-0331
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Firm Disclaimer:

Indian River Financial Group, Inc. is a registered investment advisor. The term "registered investment advisor" is not intended to imply that Indian River Financial Group, Inc. has attained a certain level of skill or training. It is used strictly to reference the fact that we are"registered" as a licensed "investment advisor" with the Florida Office of Financial Regulation - and with such other State Regulatory Agencies that may have limited regulatory jurisdiction over our business practices.

 

Investments in securities involve investment risk, including possible loss of principal amount invested. Investment return and principal value will flutuate so that the invesment, when redeemed, may be worth more or less than the original investment. Additional disclosure is available in our Disclosure Brochure (Form ADV Part 2A), which can be accessed on the firm's website www.paulmilleradvisor.com

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