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Featured Business Financial Advisor in Carlsbad, CA
Carlsbad Financial Advisors
Miller Wealth Management
1901 Camino Vida Roble, Suite 112
Carlsbad, CA 92008
(760) 856-4428
“San Diego Family CFO”
Advisor Profile
Rodd Miller, CFP
Name:  Rodd Miller, CFP
Phone Number:  (760) 856-4428
Website:  Visit Website
Disclaimer
Rodd R. Miller, CFP (CA Insurance Lic #0G90505) is a registered principal with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA and TX.

About Miller Wealth Management

Miller Wealth Management is an independent wealth management firm dedicated to helping our clients pursue important milestones throughout their financial life. Our experience and knowledge allows us to design and implement comprehensive strategies tailored specifically to your unique financial needs.

Building trust with our clients is the cornerstone of our business. Our relationship-focused business helps our clients feel comfortable and confident with us.

With Miller Wealth Management at your side, you benefit from our steadfast commitment to always place your best interests first. You can count on us to focus on your complete financial well-being and offer honest communication, prompt response, and an ongoing, consultative approach to managing your wealth.
 

General Information

CRD#:    4984062
Firm CRD#:    6413
Insurance License#:    CA #0G90505
Name of Broker/Dealer:    LPL Financial
Name of Custodial Firm:    LPL Financial
States Licensed in:    AL, AZ, CA, CO, TX, WY
States Willing to do Business in:    Poway,Fallbrook,Escondido,Vista,San Clemente,Capistrano Beach,San Diego,Carlsbad,San Marcos,La Jolla,San Juan Capistrano,Del Mar,Oceanside,Temecula,Ramona,Valley Center,Encinitas,Solana Beach,Rancho Santa Fe
Years of Experience in Financial Services:    7
Number of Years with Current Firm:    5
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Professional Plan Consultant (PPC)
Securities Licenses:    Series 66, Series 7, Series 24
Insurance and Annuity Licenses:    Health, Life, Long Term Care, Annuity
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Firm Information

Firm's Number of Clients:    80
Firm's Number of Planning Clients:    80
Firm's Number of Managed Clients:    80
Assets Managed by Firm:    $50,000,000
Assets Managed by Advisor:    $50,000,000
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Flat Fee, Commissions, Based on Assets
 
 
 
Prepared By: Rodd Miller, CFP

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