Edson Miller, financial advisor Valley Village CA

Edson Miller

CRD Number: 6480664
Current Firm: Spring Financial Planning

Edson Miller (CRD# 6480664) is an Investment Advisor Representative working at Spring Financial Planning in Valley Village, CA and has over 9 years of experience in the finance industry. Edson 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
Spring Financial Planning, LLC Valley Village, CA Jan 2017 - Current 7
Self-employed Valley Village, CA May 2016 - Mar 2017 < 1
Mainstreet Financial Planning, Inc. New York, NY Apr 2015 - May 2016 1
Self-employed Los Angeles, CA Jul 2013 - Apr 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for Edson A. Miller
Phone Number: (818) 850-3462
Registered State(s):
  • CA
Current Firm Details
Spring Financial Planning
Firm's CRD Number: 288000
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

CA

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