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 18 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||4|
|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|
|Salomon Smith Barney Inc.||Coral Springs, FL||Jan 1999 - Jul 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
|S65||NASAA Investment Advisors Law Examination||Apr 1999|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)