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Patrick James Miller

TRILINC ADVISORS, LLC·MANHATTAN BEACH, California
SIE, Series 6, Series 6TO, Series 7, Series 24, Series 26, Series 63, Series 99TOClean recordTRILINC ADVISORS, LLC
1230 ROSECRANS AVENUE, MANHATTAN BEACH, CA 90266CRD# 1603108Firm CRD# 166194

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick James Miller · MANHATTAN BEACH, CA
Registration
CRD #1603108 · TRILINC ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 6TO
Series 7
Series 24
Series 26
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TRILINC ADVISORS, LLC
CRD 166194 · SEC 801-106816
AUM
$279M
Regulatory assets under management
Employees
32
1 client accounts
Services offered by TRILINC ADVISORS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at TRILINC ADVISORS, LLC →
Introduction

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04

Frequently Asked Questions

What services does Patrick James Miller offer?
Patrick James Miller specializes in Retirement Planning. Contact their office in MANHATTAN BEACH, California for a consultation.
What are Patrick James Miller's credentials?
Patrick James Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick James Miller located?
Patrick James Miller is based in MANHATTAN BEACH, California, working with TRILINC ADVISORS, LLC. Their office serves clients in the MANHATTAN BEACH metropolitan area and surrounding communities.
How does Patrick James Miller charge for services?
Patrick James Miller's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRILINC ADVISORS, LLC?
TRILINC ADVISORS, LLC has approximately 32 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Dennis Michael Mcdaniel
MANHATTAN BEACH, CA

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Research
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