Richard Miller
Richard Miller is a ChFC-designated registered investment advisor at Richard Miller Financial Services, LLC, based in Zanesville, OH, with 25 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 86 clients with $8.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RMFS manages investment portfolios for a fee based on the value of your investments. The annual fee ranges from 0.50% to 2.50% of your portfolio, billed quarterly in advance.
Location
2794 Maple Ave, Zanesville, OH, 43701
Get directionsHistory
Regulatory History (2)
Regulatory
May 2013Employment Separation After Allegations
October 2011Other Business ActivitiesSells Insurance
Richard co-owns Miller Farms, a small beef cattle operation, with his wife, dedicating about a quarter of his time to it. He also spends minimal time on health insurance through UnitedHealthcare Insurance Pilot.
Employment History
Current Registrations
Richard Miller Financial Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.