Billy Miles, financial advisor Granger IN
93 score

Billy Miles

CRD Number: 1870013
Current Firm: Raymond James Financial Services Advisors, Inc.

Billy Miles (CRD# 1870013) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Granger, IN and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Non-variable Life Insurance Granger, IN Sep 2016 - Current 1
Raymond James Financial Services Advisors, Inc. Mishawaka, IN Jan 2009 - Current 9
Bill Miles Non-variable Insurance Mishawaka, IN Jan 2008 - Current 10
Raymond James Financial Services, Inc. South Bend, IN Oct 1997 - Current 20
Real Estate Sevierville, TN Nov 1992 - Current 25
Mishawaka High School Mishawaka, IN May 2012 - May 2012 < 1
Bill Miles & Associates South Bend, IN Aug 1988 - Jan 2011 22
Bill Miles & Associated South Bend, IN Jul 1977 - Jan 2011 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
Contact Info for Billy R. Miles
Phone Number: 727-567-3020
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    81,239
    MILLIONS
  • Total Number of Accounts
    280,698
    ACCOUNTS
  • Average Account Value
    $289,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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