Lpl Financial LLC
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About this Advisor
Rodd Miller is a certified financial planner working in Carlsbad, California, with 13 years in the industry. Miller is on the advisory team at Lpl Financial LLC. Miller has gained experience at Miller Development Group, Rjl Wealth Management, LLC, Raymond J. Lucia Companies, Inc, Miller Capital Markets, LLC, First Allied Securities, Inc, Lucia Securities, LLC, Lpl Financial, LLC and Golden State Wealth Management, LLC. Miller maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Lpl Financial LLC is an advisory business operating out of Carlsbad, California. The firm has offices in 8,011 locations and a total of 22,703 employees. It oversees $153 billion in assets across its 680,466 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 899 charitable organizations. Of its 680,466 accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Lpl Financial LLC offers a broad array of services, such as 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. Financial management fee schedules are based on which services the firm provides the client. Fees charged by Lpl Financial LLC likely consist of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Rodd Miller Work History
Rodd has 13 years of experience.
Golden State Wealth Management, LLC
Lpl Financial, LLC
Lucia Securities, LLC
Rjl Wealth Management, LLC
Raymond J. Lucia Companies, Inc
First Allied Securities, Inc
Miller Development Group
Miller Capital Markets, LLC
Rodd Miller has no disclosures.
Please visit their SEC profile for more details.