Marilyn Miller, financial advisor Poulsbo WA

Marilyn Miller

CRD Number: 2569235
Current Firm: Federal Benefits Advisors

Marilyn Miller (CRD# 2569235) is an Investment Advisor Representative working at Federal Benefits Advisors in Poulsbo, WA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Onpointe Advisory And Financial Services, LLC Petaluma, CA May 2015 - Current 8
Marilyn M. Miller Dba Federal Benefits Advisor Poulsbo, WA Jan 2011 - Current 13
Marilyn M. Miller, Registered Investment Advisor Poulsbo, WA Sep 2012 - May 2015 2
Aspen Financial Management, Inc. Fernley, NV Mar 2009 - May 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Marilyn M. Miller
Phone Number: 360-598-4582
Firm Website: http://fedbenadv.com
Registered State(s):
  • WA
Current Firm Details
Federal Benefits Advisors
Firm's CRD Number: 290212
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $190,239
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

WA

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