Peter
Miller

Lpl Financial LLC

CRD#4463038
Investment Advisor
in Charlotte, NC
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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

Disclosures

No

Office Location

301 Mccullough Dr Ste 400
Charlotte, NC 28262-1336

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

NC Average: $16,012,751,954
Total Number of Employees

22,790

NC Average: 118
Total Number of Accounts

786,525

NC Average: 4,567
Average Account Size

$202,281

NC Average: $3,506,186

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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
  • Other

Peter Miller Work History

Peter has 14 years of experience.

2010 - Present (9 years)

Lpl Financial

2004 - 2010 (6 years)

Thrivent Financial For Lutherans

2004 - 2010 (6 years)

Thrivent Investment Management Inc

Disclosures

Peter Miller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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