John Miller (CRD# 5539804) is an Investment Advisor Representative working at Summit Financial, LLC in Dublin, OH and has over 8 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Financial, LLC | Parsippany, NJ | Apr 2024 - Current | < 1 |
| Meeder Asset Management, Inc. | Dublin, OH | Jan 2019 - Apr 2024 | 5 |
| Meeder Distribution Services | Dublin, OH | Jan 2019 - Oct 2021 | 2 |
| Foresters Financial Services | Dublin, OH | Jul 2017 - Jan 2019 | 1 |
| Foresters Financial Services | Dublin, OH | Jan 2016 - Jul 2017 | 1 |
| First Investors | Upper Arlington, OH | May 2008 - Jan 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2016 |
- OH
-
Total Assets Under Management8,016MILLIONS
-
Total Number of Accounts13,712ACCOUNTS
-
Average Account Value$584,580
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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