Lorrie Anne MillerCRD Number: 5296122
Current Firm: Koenig Investment Advisory, LLC
Lorrie Anne Miller (CRD# 5296122) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Medford, OR and has over 9 years of experience in the finance industry.
Oregon Pacific Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
Cetera Advisor Networks LLC
|Mylaunch, LLC||Medford, OR||Apr 2016 - Current||1|
|Koenig Investment Advisory||Medford, OR||Jan 2008 - Current||9|
|Mutual Securities, Inc.||Medford, CA||Aug 2007 - Current||10|
|Franklin Templeton||Sacramento, CA||Nov 2006 - Jul 2007||< 1|
|Investors Bank And Trust||Sacramento, CA||Nov 2004 - Nov 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management120MILLIONS
Total Number of Accounts471ACCOUNTS
Average Account Value$254,067
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
CA, CO, NE, OR, TX, WA