Lorrie Anne Miller, financial advisor Medford OR
93 score

Lorrie Anne Miller

CRD 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 8 years of experience in the finance industry.

Similar Advisors
Royal Standley, financial advisor Medford OR
Royal R. Standley
CRD# 4713890
Oregon Pacific Financial Advisors Inc.
Similar Advisors
Jesse Oldfield, financial advisor Medford OR
Jesse A. Oldfield
CRD# 5659397
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Lyn Boening, financial advisor Medford OR
Lyn F. Boening
CRD# 2592999
Cetera Advisor Networks LLC
Company Name Location Dates Years
Mylaunch, LLC Medford, OR Apr 2016 - Current < 1
Koenig Investment Advisory Medford, OR Jan 2008 - Current 8
Mutual Securities, Inc. Medford, CA Aug 2007 - Current 9
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
Contact Info for Lorrie Anne Miller
Phone Number: 541-608-0551
Registered State(s):
  • CO
  • WA
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.