Rita Miller, financial advisor Lake Oswego OR
93 score

Rita Miller

CRD Number: 1364664
Current Firm: Auxier Asset Management

Rita Miller (CRD# 1364664) is an Investment Advisor Representative working at Auxier Asset Management in Lake Oswego, OR and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Foreside Fund Services, LLC Lake Oswego, OR Mar 2014 - Current 2
Auxier Asset Management Tualatin, OR Jul 2000 - Current 16
Westminster Financial Securities, Inc. Dayton, OH May 2004 - Dec 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
S66 NASAA Uniform Combined State Law Examination Sep 2001
Contact Info for Rita A. Miller
Phone Number: 503-885-8807
Firm Website: http://auxierasset.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    590
    MILLIONS
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $1,585,771
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, OR, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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