Stacy
Miller
Bright Investments, LLC
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About this Advisor
Stacy Miller is a certified financial planner operating in Lutz, Florida with a total of 6 years of industry experience. Miller is an advisor for Bright Investments, LLC. During their career, the advisor has held roles at Veterans Lending Group, Veterans United Home Loans, Bright Investments, LLC, Wear Blue: Run To Remember and Lyons View Capital, LLC. Miller has a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Alabama, Florida, Kentucky, New Jersey and Texas. Bright Investments, LLC is a firm headquartered in Auburn, AL. The company has offices in five locations and a total of eight employees. It controls $117 million in assets under management between its 101 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 101 client accounts, 58% are held by high-net-worth investors who have greater than $1 million in assets. Bright Investments, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice largely are based on the financial services provided. Fee types billed by Bright Investments, LLC may include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bright Investments, LLC Brokerage Details
$117,165,571
8
101
$1,160,055
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Stacy Miller Work History
Stacy has been registered as a financial advisor for 6 years.*
Lyons View Capital, LLC
Bright Investments, LLC
Veterans Lending Group
Wear Blue: Run To Remember
Veterans United Home Loans
*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 Stacy 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 Bright Investments, LLC
Auburn, AL
Glenwood Springs, CO
Memphis, TN
Lutz, FL
Auburn, AL
Auburn, AL
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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.