John Miller (CRD# 2575472) is an Investment Advisor Representative working at Advisory Services Network in Moorestown, NJ and has over 29 years of experience in the finance industry. John Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisory Services Network, LLC | Atlanta, GA | Aug 2016 - Current | 7 |
| National Securities Corp | Morrestown, NJ | Dec 2009 - Aug 2016 | 6 |
| National Asset Management, Inc. | Moorestown, NJ | Dec 2009 - Aug 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | May 2003 |
- NH
- NJ
- TX
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Total Assets Under Management6,819MILLIONS
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Total Number of Accounts24,286ACCOUNTS
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Average Account Value$280,767
- 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
- Selection of other advisers (including private fund managers)
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