Joshua Miller, financial advisor Table Grove IL
96 score

Joshua Miller

CRD Number: 4442923
Current Firm: Midwestern Securities Trading Company,llc

Joshua Miller (CRD# 4442923) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Table Grove, IL and has over 14 years of experience in the finance industry. Joshua 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
Midwestern Securities Trading Company East Peoria, IL May 2006 - Current 10
Table Grove State Bank Table Grove, IL May 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Jun 2006
Contact Info for Joshua A. Miller
Phone Number: 309-699-6786
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    247
    MILLIONS
  • Total Number of Accounts
    1,428
    ACCOUNTS
  • Average Account Value
    $172,969
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MO, MT, NC, NM, NV, NY, OR, PA, TX, VT, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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