Unclaimed Profile

Michael Wayne Miller

PLANFIRST INC·GREENVILLE, South Carolina

Clean recordPLANFIRST 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Wayne Miller is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with PLANFIRST INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

PLANFIRST INC

AUM

$374M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PLANFIRST INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1175542

Firm CRD# 108941

View on FINRA BrokerCheck →

Looking for a financial advisor in GREENVILLE?

Browse all registered financial advisors in GREENVILLE, South Carolina or claim this profile if it's yours.

Browse GREENVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Wayne Miller offer?

Michael Wayne Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.

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, working with PLANFIRST INC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →