Mark Miller, financial advisor Houston TX
96 score

Mark Miller

CRD Number: 1900873
Current Firm: Independent Financial Partners

Mark Miller (CRD# 1900873) is an Investment Advisor Representative working at Independent Financial Partners in Houston, TX and has over 27 years of experience in the finance industry. Mark Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Houston, TX Jul 2012 - Current 4
Independent Financial Partners Houston, ID Jul 2012 - Current 4
Mml Investors Services Houston, TX Nov 1988 - Jul 2012 23
Massachusetts Mutual Life Insurance Co Springfield, MA Sep 1988 - Jul 2012 23
Portfolio Advisory Council, LLC Houston, TX Dec 1996 - Dec 2006 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
Contact Info for Mark S. Miller
Phone Number: 813-341-0960
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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