Steve Miller (CRD# 1081919) is an Investment Advisor Representative working at Wespac Advisors, LLC in Phoenix, AZ and has over 21 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wespac Advisors | Orinda, CA | Jan 2005 - Current | 19 |
| Mastock & Associates | Phoenix, AZ | Sep 2003 - Current | 20 |
| Global Retirement Partners | San Rafael, CA | Sep 2014 - Sep 2020 | 6 |
| Lpl Financial LLC | Phoenix, AZ | Sep 2014 - Sep 2014 | < 1 |
| Financial Telesis | San Rafael, CA | Jun 2005 - Aug 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2002 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2009 |
- AZ
-
Total Assets Under Management926MILLIONS
-
Total Number of Accounts632ACCOUNTS
-
Average Account Value$1,465,724
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AZ, CA, FL, ID, LA, NJ, NV, OR, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.