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Joseph Patrick Miller

MILLER FINANCIAL SERVICES LLC·MARSHALL, Michigan
Series 6, Series 7, Series 24, Series 63, Series 66Clean record16 years registeredMILLER FINANCIAL SERVICES LLC
1001 W MICHIGAN AVE, MARSHALL, MI 49068CRD# 2820751Firm CRD# 143788

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Patrick Miller · MARSHALL, MI
Registration
CRD #2820751 · MILLER FINANCIAL SERVICES LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

MILLER FINANCIAL SERVICES LLC
Jul 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · July 9, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MILLER FINANCIAL SERVICES LLC
CRD 143788 · SEC 801-110021
AUM
$328M
Regulatory assets under management
Employees
3
1,788 client accounts
Services offered by MILLER FINANCIAL SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MILLER FINANCIAL SERVICES LLC →
Introduction

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05

Frequently Asked Questions

What services does Joseph Patrick Miller offer?
Joseph Patrick Miller specializes in Financial Planning, Investment Management. Contact their office in MARSHALL, Michigan for a consultation.
What are Joseph Patrick Miller's credentials?
Joseph Patrick Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Patrick Miller located?
Joseph Patrick Miller is based in MARSHALL, Michigan, working with MILLER FINANCIAL SERVICES LLC. Their office serves clients in the MARSHALL metropolitan area and surrounding communities.
How does Joseph Patrick Miller charge for services?
Joseph Patrick 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 MILLER FINANCIAL SERVICES LLC?
MILLER FINANCIAL SERVICES LLC has approximately 3 employees and manages $328M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
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