Lpl Financial LLC
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About this Advisor
Peter Miller is a certified financial planner who works in Charlotte, North Carolina. Currently an investment advisor at Lpl Financial LLC, Miller has 14 years of professional experience in the financial advisory industry. Miller has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Miller can advise customers based out of North Carolina. During their career, Miller has held roles at Thrivent Financial For Lutherans, Thrivent Investment Management Inc and Lpl Financial. Lpl Financial LLC is headquartered in Charlotte, North Carolina, and has 8,011 locations throughout the nation. Overall, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 accounts and employs more than 22,703 people. The firm's total assets under management makes it one of the largest investment advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 23% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Lpl Financial LLC can provide 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
Peter Miller Work History
Peter has 14 years of experience.
Thrivent Financial For Lutherans
Thrivent Investment Management Inc
Peter Miller has no disclosures.
Please visit their SEC profile for more details.