Michael
Miller

Lpl Financial LLC

CRD#4534053
Investment Advisor
in Clearwater, FL

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About this Advisor

Michael Miller is a financial advisor working in Clearwater, Florida with a total of 5 years of industry experience. Miller is an advisor for Lpl Financial LLC. During their career, Miller has held roles at Life Brokerage Equity Group, Invest Financial Corp, Calton & Associates, Inc, Invest Financial Corporation and Lpl Financial LLC. Miller holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Lpl Financial LLC is an advisory business based in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It has $368 billion in total assets between its 1,688,501 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Lpl Financial LLC has a number of services, including 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. Fees for financial management usually vary depending on which services are offered. However, fee types charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

Office Location

2360 Boy Scout Road
Clearwater, FL 33763

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

FL Average: $646,059,043
Total Number of Employees

31,366

FL Average: 13
Total Number of Accounts

1,688,501

FL Average: 661
Average Account Size

$217,956

FL Average: $977,396

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

Michael Miller Work History

Michael has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Lpl Financial LLC

2014 - 2018 (4 years)

Invest Financial Corporation

2013 - 2014 (1 year)

Calton & Associates, Inc

2009 - 2013 (4 years)

Invest Financial Corp

2001 - 2013 (12 years)

Life Brokerage Equity Group

*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 Michael 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Matthew Guilford
Hicksville, OH
Joseph Sarbello
Sea Girt, NJ
Rebecca Chiccino
Charlestown, MA
John Gehlhaart
Waukesha, WI
Robert Notarfrancesco
Bridgeport, CT
Keith Clark
Corpus Christi, TX
Joseph Praino
Purchase, NY

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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