Eric Miller, financial advisor Clearwater FL
73 score

Eric Miller

CRD Number: 3067774
Current Firm: Econologics Financial Advisors

Eric Miller (CRD# 3067774) is an Investment Advisor Representative working at Econologics Financial Advisors in Clearwater, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Advisory Associates, LLC Dublin, OH Jan 2008 - Current 8
Meeder Asset Management, Inc. Dublin, OH Jul 2006 - Jun 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Apr 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Eric S. Miller
Phone Number: 727-588-1540
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $390,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, LA, MD, MI, MN, MO, MS, MT, NC, NE, NY, OK, OR, SC, TX, VA

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BADGES
73

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