Jeffrey
Miller

Lpl Financial LLC

CRD#3051233
Investment Advisor
in Dallas, TX
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About this Advisor

Jeffrey Miller is a certified financial planner and chartered financial consultant working out of Dallas, Texas, who has been in the industry for 11 years. Miller currently works for Lpl Financial LLC. They have been employed by Lpl Financial Llc for their whole career. Miller has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to operate in Texas. Lpl Financial LLC is an advisory business that has its headquarters in Dallas, Texas. The investment advisory business has offices in 8,011 locations and a total of 22,703 people on staff. It manages $153 billion in assets between its 680,466 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 899 charities and foundations. Of its 680,466 accounts, 23% are associated with high-net-worth clients who have greater than $1 million in investable assets. Lpl Financial LLC provides a number of services, such as 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. Financial advisory fee schedules usually depend on which services the firm provides the client. Fees billed by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

11 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

5430 Lbj Freeway, Suite 1200 Lincoln Centre Iii
Dallas, TX 75240

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

TX Average: 118
Total Number of Accounts

786,525

TX Average: 4,567
Average Account Size

$202,281

TX 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

Jeffrey Miller Work History

Jeffrey has 11 years of experience.

2007 - Present (12 years)

Lpl Financial LLC

Disclosures

Jeffrey 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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