Rodd
Miller

Lpl Financial LLC

CRD#4984062
Investment Advisor
in Carlsbad, CA

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About this Advisor

Rodd Miller is a certified financial planner whose office is in Carlsbad, California. Currently an advisor with Lpl Financial LLC, Miller has 12 years of professional experience. Miller holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Miller is able to work with clients based out of Texas. The advisor has gained experience at Miller Development Group, Raymond J. Lucia Companies, Inc, First Allied Securities, Inc, Golden State Wealth Management, LLC, Lpl Financial, LLC, Rjl Wealth Management, LLC and Lucia Securities, LLC. Lpl Financial LLC is headquartered in Carlsbad, California, and operates out of 9,519 other locations in the United States. Overall, Lpl Financial LLC oversees $159 billion in assets dispersed across 786,525 accounts and retains more than 22,790 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 774,496 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 27% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Lpl Financial LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1901 Camino Vida Roble Ste 112
Carlsbad, CA 92008-6560

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Rodd Miller Work History

Rodd has 13 years of experience.

2017 - Present (3 years)

Golden State Wealth Management, LLC

2011 - Present (9 years)

Lpl Financial, LLC

2011 - 2011 (< 1 year)

Lucia Securities, LLC

2010 - 2011 (1 year)

Rjl Wealth Management, LLC

2009 - 2010 (1 year)

Raymond J. Lucia Companies, Inc

2009 - 2011 (2 years)

First Allied Securities, Inc

2007 - 2011 (4 years)

Miller Development Group

Disclosures

Rodd Miller has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Staiman
New York, NY
Franklin Borders
Charlotte, NC
Daniel Fowler
Pampa, TX
Mark Tonelli
Denver, CO
Steven Justice
San Diego, CA
Christopher Kemp
San Diego, CA

This content was compiled from the SEC and FINRA.

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