Bradley
Miller

Trustwell Financial Advisors, LLC

CRD#6298062
Investment Advisor
in Jacksonville, FL

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About this Advisor

Bradley Miller is a certified financial planner who works in Jacksonville, Florida, with 1 year of relevant experience. Miller is an employee of Trustwell Financial Advisors, LLC. During their career, Miller has held roles at University Of North Florida, River Capital Advisors, Lc, Fidelity Brokerage Services LLC, Trustwell Financial Advisors, LLC and River Capital Advisors, L.C. Miller has a Series 63 license, certifying them as a securities representative, and is registered to operate in Florida and Texas. Trustwell Financial Advisors, LLC is a company based out of Jacksonville, FL. It manages $137 million in assets across its 919 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm serves one charitable organizations. Of its 919 customer accounts, just 7% are held by high-net-worth individuals who have at least $1 million in assets. Trustwell Financial Advisors, LLC has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules usually are based on the services provided. Fees billed by Trustwell Financial Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8825 Perimeter Park Blvd. Suite 304
Jacksonville, FL 32216

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Trustwell Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$137,030,538

FL Average: $1,855,561,029
Total Number of Employees

7

FL Average: 62
Total Number of Accounts

919

FL Average: 2,474
Average Account Size

$149,108

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Bradley Miller Work History

Bradley has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Trustwell Financial Advisors, LLC

2022 - 2022 (< 1 year)

River Capital Advisors, L.C

2018 - 2021 (3 years)

River Capital Advisors, L.C

2015 - 2017 (2 years)

River Capital Advisors, Lc

2014 - 2015 (1 year)

Fidelity Brokerage Services LLC

2012 - 2014 (2 years)

River Capital Advisors, Lc

2009 - 2013 (4 years)

University Of North Florida

*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 Bradley 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 Trustwell Financial Advisors, LLC

Tanner Doudna
Jacksonville, FL
Bradley Miller
Jacksonville, FL
Brett Freese
Jacksonville, FL
Christopher Daunhauer
Jacksonville, FL
Don Williams
Jacksonville, FL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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