Lindsey MillerCRD Number: 5480532
Current Firm: Wells Fargo Advisors, LLC
Lindsey Miller (CRD# 5480532) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Lafayette, LA and has over 7 years of experience in the finance industry.
Msi Financial Services, Inc.
Eagle Strategies LLC
1st Global Advisors Inc.
|Wells Fargo Advisors||Lafayette, LA||Aug 2011 - Current||5|
|Morgan Stanley Smith Barney||Lafayette, LA||Jun 2009 - Aug 2011||2|
|Citigroup Global Markets Inc.||Lafayette, LA||Jan 2008 - Aug 2011||3|
|The Russo Group||Lafayette, LA||Jan 2006 - Feb 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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