Gregory Miller (CRD# 709555) is an Investment Advisor Representative working at Lpl Financial LLC in Lees Summit, MO and has over 43 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lees Summit, MO | Jul 2021 - Current | 2 |
| Grekar, LLC | Lee's Summit, MO | Jan 2018 - Jul 2021 | 3 |
| Miller Tax Services | Lee's Summit, MO | Jan 2017 - Jul 2021 | 4 |
| Waddell & Reed, Inc. | Independence, MO | Jul 2000 - Jul 2021 | 21 |
| Various Insurance Carriers For W&r Insurance Agencies | Lee's Summit, MO | Mar 1996 - Jul 2021 | 25 |
| Christopher Barmann | Independence, MO | Dec 2017 - Dec 2018 | 1 |
| Joseph Ganote | Independence, MO | Dec 2017 - Dec 2018 | 1 |
| If Not For Grace | Grain Valley, MO | Aug 2015 - Nov 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1980 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2004 |
- MO
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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