Sarah-Lynn
Miller
Osaic Institutions, Inc
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About this Advisor
Sarah-Lynn Miller is a financial advisor based in Roanoke, Virginia, working with Osaic Institutions, Inc. Sarah-Lynn has previously held positions at UBS Financial Services Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Clearing Services, LLC, Wells Fargo Bank NA, Infinex Investments, Inc, and Hometrust Bank. Sarah-Lynn has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Virginia. Currently, Sarah-Lynn is part of Osaic Institutions, Inc, which operates out of Roanoke, Virginia. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Sarah-Lynn Miller Work History
Infinex Investments, Inc
Hometrust Bank
Wells Fargo Clearing Services, LLC
Wells Fargo Bank Na
Merrill Lynch, Pierce, Fenner & Smith Inc
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Sarah-Lynn 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 Osaic Institutions, Inc
Meriden, CT
Fargo, ND
Scarsdale, NY
Cornelius, NC
Centerville, MA
New York, NY
Canton, MA
Christiansburg, VA
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