LM
LM

Laine Elizabeth Miller

9 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
823 clients
Average Client Portfolio
$334K average
Assets Under Management
$274.9M

Fee Structure

Loading...

Location

196 S. Fir St., Suite 140, Ventura, CA, 93001

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
July 2014
Final Disposition
Employment History
Current Registrations
Integrity Wealth Advisors, LLC
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.
September 2016 - August 2018 · 1 yr 11 mos
Ameriprise Financial Services, INC.Broker
May 2016 - August 2018 · 2 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Laine Elizabeth Miller - Financial Advisor | TrueAdvisor