Unclaimed Profile

Laurie Simon Miller

INNOVATION PARTNERS LLC.·CHARLOTTE, North Carolina

SIE, Series 7, Series 22, Series 24, Series 63Clean recordINNOVATION PARTNERS LLC.

5950 FAIRVIEW ROAD, CHARLOTTE, NC 28210CRD# 1130920Firm CRD# 146344

Profile Verification

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

Identity

Laurie Simon Miller · CHARLOTTE, NC

Registration

CRD #1130920 · INNOVATION PARTNERS LLC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 22

Series 24

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INNOVATION PARTNERS LLC.

CRD 146344 · SEC 801-78702

AUM

—

Regulatory assets under management

Employees

245

Total firm employees

Services offered by INNOVATION PARTNERS LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INNOVATION PARTNERS LLC. →

Introduction

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Frequently Asked Questions

What services does Laurie Simon Miller offer?

Laurie Simon Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Laurie Simon Miller's credentials?

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

Where is Laurie Simon Miller located?

Laurie Simon Miller is based in CHARLOTTE, North Carolina, working with INNOVATION PARTNERS LLC.. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Laurie Simon Miller charge for services?

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

How large is INNOVATION PARTNERS LLC.?

INNOVATION PARTNERS LLC. has approximately 245 employees. The firm is registered with the SEC as an investment adviser.

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