Paul
Miller
Foundations Investment Advisors LLC
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About this Advisor
Paul Miller is a financial advisor operating out of Phoenix, Arizona who has 7 years of relevant experience. Miller currently works for Foundations Investment Advisors LLC. Over the course of their career, Miller has held roles at Harbinger Asset Management, Harbinger Financial Group and Foundations Investment Advisors, LLC. Miller holds a Series 65 license, certifying them as an investment advisor representative, and can operate in Indiana and Michigan. Foundations Investment Advisors LLC is a registered investment firm that has its headquarters in Phoenix, AZ. The company has offices in 85 locations and a total of 229 employees. It has $4 billion in total assets across its 34,273 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises one charitable organizations. Of its 34,273 accounts, 15% are held by high-net-worth clients who have at least $1 million in assets. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees depend on which services the firm provides the client. Fee types charged by Foundations Investment Advisors LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$3,760,076,801
229
34,273
$109,710
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Paul Miller Work History
Paul has been registered as a financial advisor for 7 years.*
Foundations Investment Advisors, LLC
Harbinger Asset Management
Harbinger Financial Group
Harbinger Financial Group
*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 Paul 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 Foundations Investment Advisors LLC
Sarasota, FL
Phoenix, AZ
Wayzata, MN
Moultonborough, NH
Phoenix, AZ
Plymouth, MA
Phoenix, AZ
Warren, ME
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