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 28 years of experience in the finance industry.

Similar Advisors
Edward Camp, CFP®, CLU®, ChFC®, financial advisor Granger IN
Edward F. Camp, CFP®, CLU®, ChFC®
CRD# 2052301
Creative Financial Designs, Inc.
Score
91
Similar Advisors
Beverly Ainsley, financial advisor Granger IN
Beverly A. Ainsley
CRD# 4308049
Raymond James & Associates, Inc.
Score
98
Similar Advisors
Aaron Wieand, financial advisor Granger IN
Aaron C. Wieand
CRD# 6405872
Integrated Financial Planning Solutions, LLC
Score
98
Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Mishawaka, IN Jan 2009 - Current 7
Bill Miles Non-variable Insurance Mishawaka, IN Jan 2008 - Current 8
Raymond James Financial Services, Inc. South Bend, IN Oct 1997 - Current 19
Real Estate Sevierville, TN Nov 1992 - Current 24
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: 727-567-5877
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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

Ready to hire a financial advisor? Get competitive proposals from Billy Miles and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.