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Jeffrey Frank Miller

SOUND FINANCIAL, LLC·LAKE STEVENS, Washington
Unclaimed Profile
6131 92ND AVE NE, LAKE STEVENS, WA 98258CRD# 7009796Firm CRD# 292271
01

About

Jeffrey Frank Miller is a registered financial advisor based in LAKE STEVENS, Washington, affiliated with SOUND FINANCIAL, LLC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
SOUND FINANCIAL, LLC
SOUND FINANCIAL, LLC
AUM
$142M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SOUND FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7009796
Firm CRD# 292271
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Frank Miller offer?
Jeffrey Frank Miller specializes in Financial Planning, Investment Management. Contact their office in LAKE STEVENS, Washington for a consultation.
What are Jeffrey Frank Miller's credentials?
Jeffrey Frank Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Frank Miller located?
Jeffrey Frank Miller is based in LAKE STEVENS, Washington, working with SOUND FINANCIAL, LLC. Their office serves clients in the LAKE STEVENS metropolitan area and surrounding communities.
How does Jeffrey Frank Miller charge for services?
Jeffrey Frank Miller's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUND FINANCIAL, LLC?
SOUND FINANCIAL, LLC has approximately 7 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAKE STEVENS
Paul L Adams — SOUND FINANCIAL, LLCCory Edwin Shepherd — SOUND FINANCIAL, LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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