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Karen Lee Miller

CPA WEALTH MANAGEMENT SERVICES PA·MELBOURNE, Florida
Unclaimed Profile
215 BAYTREE DR, MELBOURNE, FL 32940CRD# 3218683Firm CRD# 111044
01

About

Karen Lee Miller is a registered financial advisor based in MELBOURNE, Florida, affiliated with CPA WEALTH MANAGEMENT SERVICES PA. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIRSTWAVE FINANCIAL, INC.
FIRSTWAVE FINANCIAL
AUM
—
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at FIRSTWAVE FINANCIAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 3218683
Firm CRD# 111044
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Lee Miller offer?
Karen Lee Miller specializes in Financial Planning, Investment Management. Contact their office in MELBOURNE, Florida for a consultation.
What are Karen Lee Miller's credentials?
Karen Lee Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Lee Miller located?
Karen Lee Miller is based in MELBOURNE, Florida, working with CPA WEALTH MANAGEMENT SERVICES PA. Their office serves clients in the MELBOURNE metropolitan area and surrounding communities.
How does Karen Lee Miller charge for services?
Karen Lee Miller's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CPA WEALTH MANAGEMENT SERVICES PA?
CPA WEALTH MANAGEMENT SERVICES PA has approximately 16 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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