Edward
Terrill

Miller Global Investments, L.L.C

CRD#6288453
Investment Advisor
in Dallas, TX

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About this Advisor

Edward Terrill is a chartered financial analyst working in Dallas, Texas, with 1 year of relevant experience. Terrill works at Miller Global Investments, L.L.C. Throughout their career, Terrill has worked at Deltarock Management, LLC, Arvest Wealth Management and Arvest Bank. Terrill is able to operate in Texas. Miller Global Investments, L.L.C is an advisory business that has its headquarters in Dallas, TX. It manages $152 million in assets among its 184 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 184 customer accounts, 54% belong to high-net-worth individuals who have greater than $1 million in investable assets. Miller Global Investments, L.L.C provides a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fee types billed by Miller Global Investments, L.L.C typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

5949 Sherry Lane Suite 1050
Dallas, TX 75225

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Miller Global Investments, L.L.C Brokerage Details

Total Assets Under Management

$152,024,956

TX Average: $3,042,739,679
Total Number of Employees

3

TX Average: 49
Total Number of Accounts

184

TX Average: 2,315
Average Account Size

$826,223

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Edward Terrill Work History

Edward has been registered as a financial advisor for 1 years.*

2015 - Present (9 years)

Arvest Wealth Management

2015 - Present (9 years)

Arvest Bank

2014 - 2014 (< 1 year)

Deltarock Management, LLC

*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 Edward Terrill 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 Miller Global Investments, L.L.C

Edward Terrill
Dallas, TX
Michelle Krick
Dallas, TX
Scott Miller
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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