William
Miller
Independent Advisor Alliance, LLC
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About this Advisor
William Miller is a financial advisor based in Huntingdon Valley, Pennsylvania, working with Independent Advisor Alliance, LLC. William has previously held positions at Massmutual, Mml Investors Services, Sarahcare, Wilkes University, Wegmans, Securities America, Inc, Securities America Advisors, Arcadia University, Wyoming Valley Tennis Club, Sprouts Farmers Market, Instacart, Independent Advisor Alliance, and Lpl Financial LLC. William has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York, North Carolina, Pennsylvania, and South Carolina. Currently, William is part of Independent Advisor Alliance, LLC, which operates out of Huntingdon Valley, Pennsylvania. The firm has 132 offices and 230 employees. The firm manages assets totaling $12.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Independent Advisor Alliance, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$12,826,908,245
230
52,309
$245,214
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
William Miller Work History
Independent Advisor Alliance
Lpl Financial LLC
Sprouts Farmers Market
Instacart
Securities America, Inc
Securities America Advisors
Mml Investors Services
Massmutual
Arcadia University
Sarahcare
Wilkes University
Wyoming Valley Tennis Club
Wilkes University
Wegmans
Disclosures
Please visit the SEC profile of William Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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