Robert Miller (CRD# 5996553) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fredericksburg, VA and has over 12 years of experience in the finance industry.
CRD# 5121200
Lpl Financial LLC
CRD# 5756796
Equitable Advisors, LLC
CRD# 1349581
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Fredericksburg, VA | Apr 2022 - Current | 2 |
| Raymond James Financial Services Advisors, Inc. | Fredericksburg, VA | Apr 2022 - Current | 2 |
| Lantern Wealth Management | Fredericksburg, VA | Apr 2022 - Current | 2 |
| Concurrent Advisors | Fredericksburg, VA | Apr 2022 - Mar 2023 | < 1 |
| Bank Of America, N.a. | Fredericksburg, VA | Feb 2012 - Apr 2022 | 10 |
| Merrill Lynch, Pierce, Fenner And Smith, Inc. | Fredericksburg, VA | Oct 2011 - Apr 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- VA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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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