Paul Miller (CRD# 1010813) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maquoketa, IA and has over 42 years of experience in the finance industry.
CRD# 6736980
Edward Jones
CRD# 6713954
Edward Jones
CRD# 2646777
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Maquoketa, IA | Nov 2018 - Current | 5 |
| Powell Financial Group | Maquoketa, IA | Sep 2015 - Current | 8 |
| Signator Investors, Inc. | Maquoketa, IA | May 2016 - Nov 2018 | 2 |
| Transamerica Financial Advisors, Inc. | Maquoketa, IA | Dec 2005 - May 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1982 |
- IA
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- Educational seminars/workshops
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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