Unclaimed Profile

Joshua Robert Miller

SARGENT BICKHAM LAGUDIS, LLC·BOULDER, Colorado

Series 7, Series 53, Series 66Clean record15 years registeredSARGENT BICKHAM LAGUDIS, LLC

4840 PEARL EAST CIRCLE, BOULDER, CO 80301CRD# 4395410Firm CRD# 113216

Profile Verification

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

Identity

Joshua Robert Miller · BOULDER, CO

Registration

CRD #4395410 · SARGENT BICKHAM LAGUDIS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

LIDO

Mar 2024 – present

COLORADO FINANCIAL MANAGEMENT LLC

Feb 2016 – Mar 2024

Johnstown, CO

COLORADO FINANCIAL MANAGEMENT INC

Oct 2010 – Mar 2016

JOHNSTOWN, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 53

Series 66

Registration record

First registered · October 25, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SARGENT BICKHAM LAGUDIS, LLC

CRD 113216 · SEC 801-56204

AUM

$2.0B

Regulatory assets under management

Employees

2,985 client accounts

Services offered by SARGENT BICKHAM LAGUDIS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SARGENT BICKHAM LAGUDIS, LLC →

Introduction

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Frequently Asked Questions

What services does Joshua Robert Miller offer?

Joshua Robert Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.

What are Joshua Robert Miller's credentials?

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

Where is Joshua Robert Miller located?

Joshua Robert Miller is based in BOULDER, Colorado, working with SARGENT BICKHAM LAGUDIS, LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.

How does Joshua Robert Miller charge for services?

Joshua Robert 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 SARGENT BICKHAM LAGUDIS, LLC?

SARGENT BICKHAM LAGUDIS, LLC has approximately 17 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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