Lloyd MillerCRD Number: 3187361
Current Firm: Raymond James & Associates, Inc.
Lloyd Miller (CRD# 3187361) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Weston, FL and has over 19 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Raymond James & Associates, Inc.||Weston, FL||Feb 2013 - Current||5|
|Morgan Keegan & Company Inc.||Ft. Lauderdale, FL||Jun 2011 - Feb 2013||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Fort Lauderdale, FL||Jul 2007 - Jun 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
|S65||NASAA Investment Advisors Law Examination||Apr 1999|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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