William Miller (CRD# 7059402) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Huntingdon Valley, PA and has over 4 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Huntingdon Valley, PA | Jul 2023 - Current | < 1 |
| Independent Advisor Alliance | Huntingdon Valley, PA | Jul 2023 - Current | < 1 |
| Sprouts Farmers Market | Horsham, PA | Jan 2022 - Current | 2 |
| Securities America Advisors | Bensalem, PA | Aug 2020 - Jul 2023 | 2 |
| Securities America, Inc. | Bensalem, PA | Jun 2020 - Jul 2023 | 3 |
| Instacart | Abington, PA | Jan 2021 - Jan 2022 | 1 |
| Mml Investors Services | Horsham, PA | Jan 2019 - Jun 2020 | 1 |
| Massmutual | Horsham, PA | Aug 2018 - Jun 2020 | 1 |
| Arcadia University | Glenside, PA | Nov 2018 - Jan 2020 | 1 |
| Sarahcare | Jenkintown, PA | Dec 2017 - Jul 2018 | < 1 |
| Wyoming Valley Tennis Club | Kingston, PA | Aug 2017 - Dec 2017 | < 1 |
| Wilkes University | Wilkes Barre, PA | May 2017 - Dec 2017 | < 1 |
| Wegmans | Elmira, NY | Aug 2012 - Aug 2017 | 5 |
| Wilkes University | Wilkes Barre, PA | Aug 2014 - May 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
| S63 | Uniform Securities State Law Examination | Jan 2020 |
- NY
- NC
- PA
- SC
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Total Assets Under Management12,827MILLIONS
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Total Number of Accounts52,309ACCOUNTS
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Average Account Value$245,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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