Lauren Miller, financial advisor Brookhaven GA

Lauren Miller

CRD Number: 6076495
Current Firm: Principal Global Investors, LLC

Lauren Miller (CRD# 6076495) is an Investment Advisor Representative working at Principal Global Investors, LLC in Brookhaven, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Funds Distributor, Inc. Des Moines, IA Jul 2018 - Current 3
Brookfield Investment Management, Inc. New York, NY Feb 2018 - Jul 2018 < 1
Quasar Distributors, LLC Milwaukee, WI Feb 2018 - Jul 2018 < 1
Hrc Fund Associates, LLC New York, NY May 2013 - Feb 2018 4
Hrc Portfolio Solutions, LLC New York, NY May 2013 - Feb 2018 4
Southern Methodist University Dallas, TX Aug 2009 - May 2013 3
5 Hour Energy Dallas, TX Sep 2012 - Apr 2013 < 1
Bgc Financial, LP New York, NY Jun 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Lauren E. Miller
Phone Number: 800-533-1390
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    340,214
    MILLIONS
  • Total Number of Accounts
    8,616
    ACCOUNTS
  • Average Account Value
    $39,486,294
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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