Holly Miller (CRD# 5770117) is an Investment Advisor Representative working at Lpl Financial LLC in Clarion, IA and has over 8 years of experience in the finance industry.
CRD# 3271729
Cambridge Investment Research Advisors, Inc.
CRD# 2240774
Osaic Wealth, Inc.
CRD# 3030371
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Mason City, IA | Oct 2021 - Current | 2 |
| First Citizens National Bank | Mason City, IA | Jul 2003 - Current | 20 |
| Cetera Investment Advisors LLC | Mason City, IA | Apr 2016 - Oct 2021 | 5 |
| Cetera Investment Services | St.cloud, MN | Jul 2003 - Oct 2021 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- IA
- TX
-
Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, WY
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