Steve
Miller
Wespac Advisors, LLC
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About this Advisor
Steve Miller is a financial advisor based in Phoenix, Arizona with a total of 13 years of industry experience. Miller is an advisor for Wespac Advisors, LLC. Over the course of their career, they have held roles at Financial Telesis, Mastock & Associates, Lpl Financial LLC, Global Retirement Partners and Wespac Advisors. Miller maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona. Wespac Advisors, LLC is a company based in Orinda, CA. The company has a total of 10 employees. It administers $800 million in assets under management among its 629 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 629 accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets. Wespac Advisors, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules vary depending on which services the firm provides the client. However, fees charged by Wespac Advisors, LLC most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wespac Advisors, LLC Brokerage Details
$800,064,104
10
629
$1,271,962
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Steve Miller Work History
Steve has been registered as a financial advisor for 13 years.*
Wespac Advisors
Mastock & Associates
Lpl Financial LLC
Global Retirement Partners
Financial Telesis
*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 Steve 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 Wespac Advisors, LLC
Oakland, CA
Orinda, CA
Orinda, CA
Orinda, CA
Orinda, CA
Phoenix, AZ
Orinda, CA
Orinda, CA
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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