Lynda Miller, financial advisor Vero Beach FL
93 score

Lynda Miller

CRD Number: 1291967
Current Firm: Lpl Financial LLC

Lynda Miller (CRD# 1291967) is an Investment Advisor Representative working at Lpl Financial LLC in Vero Beach, FL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Vero Beach, FL Nov 2017 - Current < 1
Seacoast Bank Vero Beach, FL Mar 2011 - Current 7
Invest Financial Corp Vero Beach, FL Mar 2011 - Nov 2017 6
Fnb Brokerage Services, Inc. Stuart, FL Nov 2007 - Mar 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
S65 NASAA Investment Advisors Law Examination May 1998
Contact Info for Lynda G. Miller
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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