Douglas Miller (CRD# 1969971) is an Investment Advisor Representative working at Johnson Brunetti in Wethersfield, CT and has over 34 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jn Financial LLC | Whethersfield, CT | Jan 2018 - Current | 6 |
| Jb Capital LLC | Wethersfield, CT | Jun 2015 - Current | 8 |
| Silver Oak Securities, Inc. | Jackson, TN | Jul 2015 - Apr 2017 | 1 |
| Silver Oak Securities | Jackson, TN | Sep 2009 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1989 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
- MA
- TX
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Total Assets Under Management1,583MILLIONS
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Total Number of Accounts11,635ACCOUNTS
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Average Account Value$136,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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