Devin
Miller
Decisionpoint Financial, LLC
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About this Advisor
Devin Miller is a financial advisor operating in Mesa, Arizona with a total of 1 year of relevant experience. Miller works at Decisionpoint Financial, LLC. The advisor has gained experience at The Church Of Jesus Christ Of Latter Day Saints, Frontier Communications, Kt Health, LLC and Decisionpoint Financial. Miller maintains a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Arizona. Decisionpoint Financial, LLC is a company headquartered in Mesa, AZ. The company has a total of 10 advisors. It oversees $574 million in assets under management among its 914 accounts, placing it among the larger firms in the United States by assets under management. Of its 914 client accounts, 22% are held by high-net-worth clients who have at least $1 million in assets. Decisionpoint Financial, LLC performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules depend on the type of services offered. However, fee types billed by Decisionpoint Financial, LLC most likely consist of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Decisionpoint Financial, LLC Brokerage Details
$573,924,206
10
914
$627,926
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Devin Miller Work History
Devin has been registered as a financial advisor for 1 years.*
Decisionpoint Financial
Frontier Communications
Kt Health, LLC
The Church Of Jesus Christ Of Latter Day Saints
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Devin Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Decisionpoint Financial, LLC
Mesa, AZ
Mesa, AZ
Gig Harbor, WA
Mesa, AZ
Mesa, AZ
Mesa, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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