William
Miller

Florida Financial Advisors, LLC

CRD#7942513
Investment Advisor
in Nashville, TN

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About this Advisor

William Miller is a financial advisor based in Nashville, Tennessee, working with Florida Financial Advisors, LLC. William has previously held positions at Florida Financial Advisors Dba Tristate Financial Advisors, Twisted Oaks, Amazon, Smithville City Pool, Dekalb County Middle School, Dekalb County Highschool, and Milligan University. William has passed the Series 65 regulatory exam and is registered to provide services in Florida and Tennessee. Currently, William is part of Florida Financial Advisors, LLC, which operates out of Nashville, Tennessee. The firm has 10 offices and 310 employees. The firm manages assets totaling $199.0 million and serves high-net-worth clients. 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, and selection of other advisers. The fee structure at Florida Financial Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

210 12Th Avenue S Suite 210
Nashville, TN 37203

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$199,000,000

TN Average: $1,855,561,029
Total Number of Employees

310

TN Average: 62
Total Number of Accounts

1,371

TN Average: 2,474
Average Account Size

$145,150

TN Average: $750,025

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

William Miller Work History

2024 - Present (0 year)

Florida Financial Advisors Dba Tristate Financial Advisors

2020 - Present (4 years)

Milligan University

2023 - 2023 (< 1 year)

Twisted Oaks

2021 - 2022 (1 year)

Amazon

2017 - 2020 (3 years)

Dekalb County Highschool

2016 - 2019 (3 years)

Smithville City Pool

2014 - 2016 (2 years)

Dekalb County Middle School

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.

Financial Advisors at Florida Financial Advisors, LLC

Gregory Gnade
Philadelphia, PA
Zachary Macfarland
Charlotte, NC
Adam Granville
Atlanta, GA
Jovaan Volcy
Orlando, FL
Nicholas Mangino
Atlanta, GA
Mario Mcgee
Charlotte, NC
Alexander Stak
Orlando, FL
Daniel Raps-Huffman
Atlanta, GA

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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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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