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Bert Earl Miller

MILLER-GREEN FINANCIAL SERVICES, INC·THE WOODLANDS, Texas
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1330 LAKE ROBBINS DRIVE, THE WOODLANDS, TX 77380CRD# 1145903Firm CRD# 110949
01

About

Bert Earl Miller is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with MILLER-GREEN FINANCIAL SERVICES, INC. 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
MILLER-GREEN FINANCIAL SERVICES LLC
MILLER-GREEN FINANCIAL SERVICES LLC
AUM
$50M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MILLER-GREEN FINANCIAL SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: MAY BE COMPENSATED FOR SEMINARS
Regulatory
SEC/IARD CRD# 1145903
Firm CRD# 110949
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bert Earl Miller offer?
Bert Earl Miller specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Bert Earl Miller's credentials?
Bert Earl Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bert Earl Miller located?
Bert Earl Miller is based in THE WOODLANDS, Texas, working with MILLER-GREEN FINANCIAL SERVICES, INC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Bert Earl Miller charge for services?
Bert Earl Miller's firm is compensated through percentage of aum, subscription fees, other: may be compensated for seminars. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILLER-GREEN FINANCIAL SERVICES, INC?
MILLER-GREEN FINANCIAL SERVICES, INC has approximately 6 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Thomas Jerome Pisula — PINECROFT CORE MANAGEMENT, LLCWael M. Asi — PINECROFT CORE MANAGEMENT, LLCDavid M. Teague — PINECROFT CORE MANAGEMENT, LLCEnrique Quintero — PINECROFT CORE MANAGEMENT, LLCJames N. Pisula — PINECROFT CORE MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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