Unclaimed Profile

Michael Wayne Miller

PLANFIRST INC·GREENVILLE, South Carolina

Series 7, Series 24, Series 63Clean record34 years registeredPLANFIRST INC

9 HALTON GREEN WAY, GREENVILLE, SC 29607CRD# 1175542Firm CRD# 108941

Profile Verification

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

Identity

Michael Wayne Miller · GREENVILLE, SC

Registration

CRD #1175542 · PLANFIRST INC · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PLANFIRST INC

PLANFIRST INC

Nov 1991 – Jul 2019

GREENVILLE, SC

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · November 6, 1991

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLANFIRST INC

CRD 108941 · SEC 801-55657

AUM

$374M

Regulatory assets under management

Employees

1,610 client accounts

Services offered by PLANFIRST INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 PLANFIRST INC →

Introduction

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Frequently Asked Questions

What services does Michael Wayne Miller offer?

Michael Wayne Miller specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael Wayne Miller's credentials?

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

Where is Michael Wayne Miller located?

Michael Wayne Miller is based in GREENVILLE, South Carolina, last registered with PLANFIRST INC.

How does Michael Wayne Miller charge for services?

Michael Wayne 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 PLANFIRST INC?

PLANFIRST INC has approximately 10 employees and manages $374M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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