Lindsey MillerCRD Number: 5480532
Current Firm: Wells Fargo Clearing Services, LLC
Lindsey Miller (CRD# 5480532) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Lafayette, LA and has over 9 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
Centaurus Financial, Inc.
|Wells Fargo Clearing Services, LLC||Lafayette, LA||Nov 2016 - Current||1|
|Wells Fargo Advisors||Lafayette, LA||Aug 2011 - Nov 2016||5|
|Morgan Stanley Smith Barney||Lafayette, LA||Jun 2009 - Aug 2011||2|
|Citigroup Global Markets Inc.||Lafayette, LA||Jan 2008 - Aug 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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