Melinda Miller, financial advisor Milton FL
93 score

Melinda Miller

CRD Number: 5418979
Current Firm: Cetera Investment Advisers LLC

Melinda Miller (CRD# 5418979) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Milton, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Deruniak Springs, FL Feb 2014 - Current 2
Cetera Investment Services LLC St.cloud, MN Jan 2014 - Current 2
Regions Bank Defuniak Spring, FL Jul 2009 - Current 7
Morgan Keegan & Company, Inc. Defuniak Springs, FL Jul 2009 - Mar 2012 2
Unemployed Defuniak Spring, FL Mar 2009 - Jul 2009 < 1
Edward Jones St Louis, MO May 2008 - Feb 2009 < 1
Mcdaniel & Associates, P.c. Santa Rosa Beach, FL Dec 2007 - May 2008 < 1
Edward Jones Santa Rosa Beach, FL Sep 2007 - May 2008 < 1
Homemaking Santa Rosa Beach, FL Oct 2006 - Sep 2007 < 1
Adkinson Law Firm Defuniak Springs, FL Jun 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Melinda L. Miller
Phone Number: 888-528-2987
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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