Anthony
Miller
Terra Wealth
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About this Advisor
Anthony Miller is a financial advisor who works in New Smyrna Beach, Florida with 1 year of industry experience. Miller currently works for Terra Wealth. Over the course of their career, they have held roles at Primerica Financial Services, Pfs Investments Inc, Purshe Kaplan Sterling Investments and Terra Wealth Management, LLC. Miller has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. Terra Wealth is a firm operating out of High Point, NC. The firm has offices in 25 locations and a total of 62 financial advisors. It handles $167 million in assets between its 1,648 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,648 customer accounts, just 3% belong to high-net-worth clients who have greater than $1 million in investable assets. Terra Wealth has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules depend on which services the firm provides the client. Fee types charged by Terra Wealth can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Terra Wealth Brokerage Details
$167,354,321
62
1,648
$101,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Anthony Miller Work History
Anthony has been registered as a financial advisor for 1 years.*
Purshe Kaplan Sterling Investments
Terra Wealth Management, LLC
Primerica Financial Services
Pfs Investments Inc
*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 Anthony 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 Terra Wealth
Murfreesboro, TN
Wausau, WI
High Point, NC
San Tan Valley, AZ
Phoenix, AZ
Mesa, AZ
High Point, NC
High Point, NC
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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