Unclaimed Profile

Paul Martin Miller

PURE FINANCIAL ADVISORS, LLC·SAN DIEGO, California

Series 7, Series 24, Series 63, Series 65Clean record18 years registeredPURE FINANCIAL ADVISORS, LLC

3131 CAMINO DEL RIO N, SAN DIEGO, CA 92108CRD# 2987180Firm CRD# 144316

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Martin Miller · SAN DIEGO, CA

Registration

CRD #2987180 · PURE FINANCIAL ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PURE FINANCIAL ADVISORS, LLC

PURE FINANCIAL ADVISORS, LLC

Oct 2007 – Jul 2022

SAN DIEGO, CA

PURE FINANCIAL ADVISORS

Oct 2007 – Dec 2007

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 19, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PURE FINANCIAL ADVISORS, LLC

CRD 144316 · SEC 801-70137

AUM

$6.3B

Regulatory assets under management

Employees

139

17,762 client accounts

Services offered by PURE FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PURE FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Martin Miller offer?

Paul Martin Miller specializes in Financial Planning, Investment Management.

What are Paul Martin Miller's credentials?

Paul Martin Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Martin Miller located?

Paul Martin Miller is based in SAN DIEGO, California, last registered with PURE FINANCIAL ADVISORS, LLC.

How does Paul Martin Miller charge for services?

Paul Martin Miller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PURE FINANCIAL ADVISORS, LLC?

PURE FINANCIAL ADVISORS, LLC has approximately 139 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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