Morris Miller, financial advisor Franklin TN
93 score

Morris Miller

CRD Number: 3094076
Current Firm: Eagle Strategies LLC

Morris Miller (CRD# 3094076) is an Investment Advisor Representative working at Eagle Strategies LLC in Franklin, TN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
The Legacy Financial Group Franklin, TX Dec 2011 - Current 6
New York Life Insurance Company Raleigh, NC Jul 1998 - Current 19
Nylife Securities Inc. Raleigh, NC Jul 1998 - Current 19
The Miller Financial Group Franklin, TN Aug 2005 - Mar 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Nov 2006
Contact Info for Morris B. Miller
Phone Number: (888) 695-3245
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    6,621
    MILLIONS
  • Total Number of Accounts
    35,268
    ACCOUNTS
  • Average Account Value
    $187,722
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)
  • Publication of periodicals or newsletters
  • 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, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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