William Miller, financial advisor Pleasant Grove UT

William Miller

CRD Number: 5844796
Current Firm: The Professional Financial Company LLC

William Miller (CRD# 5844796) is an Investment Advisor Representative working at The Professional Financial Company LLC in Pleasant Grove, UT and has over 13 years of experience in the finance industry. William 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.

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Professional Designations
Company Name Location Dates Years
Arista Wealth Management, LLC Salt Lake City, UT Jan 2016 - Current 8
Legacy Wealth Management LLC Provo, UT Sep 2015 - Current 8
Association Financial Services, Inc. Salt Lake City, UT Apr 2010 - Jan 2016 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for William B. Miller
Phone Number: (801) 701-2345
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    265
    MILLIONS
  • Total Number of Accounts
    585
    ACCOUNTS
  • Average Account Value
    $453,527
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)
Types of Clients
Registered States

AZ, TX, UT

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