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 17 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)
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