Alan Joseph Miller

Colliers Securities LLC

19 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Colliers Securities LLC

Compensation

Fee-Only (AUM)

Firm Size

28 advisors

Number of Clients

739 clients

Average Client Portfolio

$380K average

Assets Under Management

$280.7M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Minimum Annual Fee:$250

Location

721 West Havens Avenue, Mitchell, SD, 57301

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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.

Employment History

Current Registrations

Colliers Securities LLC

September 2014 - Present · 11 yrs 5 mos

Colliers Securities LLCBroker

September 2014 - Present · 11 yrs 5 mos

Previous Registrations

Wells Fargo Advisors, LLC

January 2008 - September 2014 · 6 yrs 8 mos

Wells Fargo Advisors, LLCBroker

January 2008 - September 2014 · 6 yrs 8 mos

A. G. Edwards & Sons, INC.

December 2006 - January 2008 · 1 yr 1 mo

A. G. Edwards & Sons, INC.Broker

September 2006 - January 2008 · 1 yr 4 mos

State Registrations35 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.