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Aaron Miller

17 Years of Experience
BrokerSells Insurance

Aaron Miller is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Indianapolis, IN, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6483 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

9449 Priority Way West Dr., Suite 119, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aaron is a licensed agent with Penn Mutual and Pacific Life, offering non-variable life insurance policies, dedicating a few hours per week to this activity. He is also the owner and a financial advisor for Miller Wealth Advisors, LLC, a support company/DBA, but dedicates no time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 3 mos
Raymond James Financial Services, INC.Broker
October 2008 - Present · 17 yrs 6 mos
State Registrations21 states
ARAZCACODCFLILINKYMAMDMIMNMONCOHORSCTXVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.