Carrie Miller, financial advisor San Luis Obispo CA

Carrie Miller

CRD Number: 2624990
Current Firm: Trellis Wealth Advisors, LLC

Carrie Miller (CRD# 2624990) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Trellis Wealth Advisors, LLC San Luis Obispo, CA Jun 2014 - Current 9
Unemployed San Luis Obispo, CA Jul 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Carrie L. Miller
Phone Number: 805-548-8920
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    307
    MILLIONS
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $665,564
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, TX

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