AM
CFP
AM
CFP

Allison Miller

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
271 advisors
Number of Clients
13,685 clients
Average Client Portfolio
$612K average
Assets Under Management
$8.4B

Fee Structure

Financial Planning:Investment management only
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Location

7700 Congress Avenue, Suite 3211, Boca Raton, FL, 33487

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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 Activities

Allison works as a CFP financial advisor at The Miller Financial Group since May 2023. This is a salaried position and takes about a quarter of Allison's time.

Employment History
Current Registrations
Valmark Advisers, INC.
June 2023 - Present · 2 yrs 8 mos
Valmark Securities, INC.Broker
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Global Retirement Partners LLC
May 2019 - December 2021 · 2 yrs 7 mos
LPL Financial LLCBroker
November 2018 - November 2021 · 3 yrs
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Allison Miller - Financial Advisor | TrueAdvisor