Lee Miles LLC

Lee Miles LLC (CRD# 170776) is a financial advisory firm headquartered in Ogden, UT. They manage $9,676,330 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Lee Miles LLC
Showing 1 - 1 of 1 top financial advisors.
Lee L. Miles
CRD#: 2027335
1150 S Depot Dr, Suite 275, Ogden, UT 84404

Lee Miles (CRD# 2027335) is an Investment Advisor Representative working at Lee Miles LLC in Ogden, UT and has over 28 years of experience in the finance industry. Lee Miles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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