Micheal MillerCRD Number: 5631486
Current Firm: Ic Advisory Services, Inc.
Micheal Miller (CRD# 5631486) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Clayton, OH and has over 7 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
Greenrock Advisory LLC
|The Investment Center, Inc.||Clayton, OH||Aug 2015 - Current||1|
|Ic Advisory Services, Inc.||Clayton, OH||Aug 2015 - Current||1|
|Mass Mutual||Dublin, OH||Jun 2015 - Jun 2015||< 1|
|Mml Investors Services||Dublin, OH||Jul 2012 - Jun 2015||2|
|First Command Financial Services, Inc.||Fort Worth, TX||Jan 2010 - Jun 2012||2|
|First Command Financial Planning, Inc.||Fort Worth, TX||Jan 2010 - Jun 2012||2|
|Jameco Properties, LLC||Cincinnati, OH||Nov 2009 - Jan 2010||< 1|
|Edward Jones||St Louis, MO||Jan 2009 - Oct 2009||< 1|
|Daytronic Corporation||Dayton, OH||Jan 2006 - Nov 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management812MILLIONS
Total Number of Accounts3,745ACCOUNTS
Average Account Value$216,763
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.