Victoria Miller, financial advisor Lake Mary FL

Victoria Miller

CRD Number: 1203049
Current Firm: Wells Fargo Clearing Services, LLC

Victoria Miller (CRD# 1203049) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Lake Mary, FL and has over 25 years of experience in the finance industry.

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Wells Fargo Clearing Services, LLC
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Lake Mary, FL Jul 2020 - Current 2
Ubs Financial Services Orlando, FL Mar 2014 - Jul 2020 6
Suntrust Investment Services, Inc. Atlanta, GA Aug 2011 - Feb 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Victoria C. Miller
Phone Number: 314-875-3000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    647,796
    MILLIONS
  • Total Number of Accounts
    1,477,661
    ACCOUNTS
  • Average Account Value
    $438,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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

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