Michael Miller, financial advisor Brooksville FL
93 score

Michael Miller

CRD Number: 4534053
Current Firm: Invest Financial Corporation

Michael Miller (CRD# 4534053) is an Investment Advisor Representative working at Invest Financial Corporation in Brooksville, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation Brooksville, FL Feb 2014 - Current 2
Calton & Associates, Inc. Tampa, FL Aug 2013 - Feb 2014 < 1
Invest Financial Corp. Clearwater, FL Sep 2009 - Jul 2013 3
Life Brokerage Equity Group Clearwater, FL Oct 2001 - Jul 2013 11
Intersecurities, Inc. New Port Richey, FL May 2002 - Jul 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for Michael D. Miller
Phone Number: (813) 880-5300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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