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 10 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||10|
|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