Camden
Miller
Optimize Financial Inc
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About this Advisor
Camden Miller is a financial advisor based out of Laguna Hills, California. Miller is currently employed by Optimize Financial Inc. Miller has gained experience at Handel'S Ice Cream, Marymount California University, Klean-Sweep Parking Lot Service, Inc, Optimize Financial, Inc and Palos Verdes High School. Miller has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in California. Optimize Financial Inc is a registered investment business that has its headquarters in Laguna Hills, CA. It controls $101 million in total assets between its 642 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 642 client accounts, 37% are held by high-net-worth clients who have at least $1 million in investable assets. Optimize Financial Inc provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on the financial services. Fee types billed by Optimize Financial Inc can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Optimize Financial Inc Brokerage Details
$101,360,962
13
642
$157,883
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Camden Miller Work History
Camden has been registered as a financial advisor for 0 years.*
Optimize Financial, Inc
Optimize Financial, Inc
Klean-Sweep Parking Lot Service, Inc
Marymount California University
Handel'S Ice Cream
Palos Verdes High School
*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 Camden 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 Optimize Financial Inc
Laguna Hills, CA
Laguna Hills, CA
Laguna Hills, CA
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