Michael
Miller
Gwn Securities Inc
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About this Advisor
Michael Miller is a certified financial planner operating in Amarillo, Texas with a total of 18 years of relevant experience. Miller is an employee of Gwn Securities Inc. Their career trajectory has included roles at West Texas State University and Gwn Securities, Inc. Miller has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Gwn Securities Inc is a financial advisory business operating out of Palm Beach Gardens, FL. The firm has offices in 25 locations and a total of 755 people on staff. It handles $3 billion in total assets across its 58,177 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 58,177 customer accounts, just 4% are held by high-net-worth clients who have greater than $1 million in assets. The firm performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and market timing services. A financial advisor's fees usually depend on which service is provided. Fee types billed by Gwn Securities Inc may include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gwn Securities Inc Brokerage Details
$2,838,916,178
755
58,177
$48,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Market timing services
Michael Miller Work History
Michael has been registered as a financial advisor for 18 years.*
Gwn Securities, Inc
West Texas State University
*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 Michael 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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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.
