Marcia Miller, financial advisor Vestavia Hills AL

Marcia Miller

CRD Number: 5877280
Current Firm: Rfg Advisory, LLC

Marcia Miller (CRD# 5877280) is an Investment Advisor Representative working at Rfg Advisory, LLC in Vestavia Hills, AL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Rfg Advisory, LLC Birmingham, AL Nov 2022 - Current 1
Accelerated Wealth Advisors, LLC Birmingham, AL Dec 2016 - Oct 2022 5
Accelerated Wealth Advisors, LLC Colorado Springs, CO Nov 2016 - Dec 2016 < 1
Wealth Investment Solutions, LLC Birmingham, AL Apr 2013 - Dec 2016 3
Wealth Planning Services Inc. Birmingham, AL Jun 2008 - Dec 2016 8
Alphastar Capital Management, LLC Birmingham, AL Jul 2011 - May 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Marcia A. Miller
Phone Number: 205-397-2450
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    2,997
    MILLIONS
  • Total Number of Accounts
    16,034
    ACCOUNTS
  • Average Account Value
    $186,907
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
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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