Lpl Financial LLC
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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
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
Rodd Miller has no disclosures.
Please visit their SEC profile for more details.
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