Matthew Miller, financial advisor Lakeside CA

Matthew Miller

CRD Number: 2229977
Current Firm: Wbb Securities, LLC

Matthew Miller (CRD# 2229977) is an Investment Advisor Representative working at Wbb Securities, LLC in Lakeside, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Vanderbilt Securities, LLC Woodbury, NY Sep 2020 - Current 3
Wbb Securities, LLC San Diego, CA Mar 2011 - Current 13
Vanderbilt Advisory Services Woodbury, NY Sep 2020 - Dec 2020 < 1
Allied Millennial Partners New York, NY Jan 2020 - May 2020 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Matthew Miller
Phone Number: 858-592-9901
Firm Website: http://www.wbbsec.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NJ

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