John Miller (CRD# 5966182) is an Investment Advisor Representative working at Lpl Financial LLC in Thousand Oaks, CA and has over 12 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Thousand Oaks, CA | Jul 2021 - Current | 2 |
| Miller Manoccio Inc. | Thousand Oaks, CO | Jan 2018 - Jul 2021 | 3 |
| John T Miller | Simi Valley, CA | Apr 2014 - Jul 2021 | 7 |
| Thomas Miller | Thousands Oaks, CA | Apr 2012 - Jul 2021 | 9 |
| Various Insurance Carriers For W & R Insurance Agencies | Simi Valley, CA | Mar 2012 - Jul 2021 | 9 |
| Waddell & Reed, Inc. | Thousand Oaks, CA | Aug 2011 - Jul 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- CA
- CO
- FL
- ID
- KY
- MI
- MO
- NV
- NH
- NM
- PA
- SC
- TX
- UT
- VA
- WA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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