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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
Disclosure Link:
www.sipc.org
Disclaimer
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Golden State Wealth Management, a Registered Investment Advisor. Golden State Wealth Management and Miller Wealth Management are separate entities from LPL Financial.

About Miller Wealth Management

Miller Wealth Management is an independent wealth management
firm dedicated to helping our clients strategize and pursue
important milestones throughout their financial lives.
Ongoing, open communication with our clients is the
cornerstone of our business. Let's talk! We serve: Individuals and Families, Small and Mid-Sized Business and their employees.
We offer - Wealth Management, Retirement Planning, Investment Management, Financial Positioning, Insurance Planning, Risk Planning, 401K and other Business Retirement Strategies.

Our Mission-

Very simple - Financial growth for you, your family or
business. We build lasting relationships based on trust by
delivering customized financial guidance and unmatched
personal service. Ultimately, our goal is to be viewed by our
clients as their family CFO or a trusted advisor to their
business - an experienced professional to assist them
executing their financial plan. We see ourselves as an
extension of the family unit.

Our Investment Philosophy -

Invest according to the client's goals, understand the job of
each investment, use diversification to manage risk and adjust
the portfolio when appropriate.

All investing involves risk, including loss of principal. No
strategy assures success or protects against loss. There is
no guarantee that a diversified portfolio will enhance overall
returns or outperform a non-diversified portfolio.
Diversification does not protect against market risk.
 

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, IN, MT, TX, WY
States Willing to do Business in:    Carlsbad,Del Mar,Encinitas,Escondido,Fallbrook,La Jolla,Oceanside,Poway,Rancho Santa Fe,San Clemente,San Diego,San Marcos,Solana Beach,Temecula,Valley Center,Vista,Ramona
Years of Experience in Financial Services:    10
Number of Years with Current Firm:    7
 

Services

Investment Types:    Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:    At my office, Via phone, At your office, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 7, Series 66, Series 24
Insurance and Annuity Licenses:    Health, Annuity, Variable Life, Long Term Care, Variable Annuity, Life
 

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 and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Commissions, Flat Fee, Based on Assets
 
 
 
Prepared By: Rodd Miller, CFP

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