Ted
Miller
Simplicity Wealth
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About this Advisor
Ted Miller is a financial advisor based in Arlington, Texas, working with Simplicity Wealth. Ted has previously held positions at Simplicity Wealth, Kingdom Oaks, and Crossroads Church. Ted has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Ted is part of Simplicity Wealth, which operates out of Arlington, Texas. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion 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, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$3,166,555,578
159
6,188
$511,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Ted Miller Work History
Simplicity Wealth
Kingdom Oaks
Crossroads Church
Disclosures
Please visit the SEC profile of Ted 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 Simplicity Wealth
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Ville Platte, LA
Glastonbury, CT
Prairie Village, KS
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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