William Boyd Miller

Current Employers

Employment History

• 03/2000 → 05/2023
  Primerica Financial Services
  Mandeville, LA
• 05/2003 → 05/2023
  Pfs Investments Inc.
  Duluth, GA
• 06/2023 → Present
  Simplicity Wealth
  Mandeville, LA
• 05/2023 → Present
  Simplicity Minneapolis
  Minneapolis, MN

Previous Registrations

• 2012-04-28 → 2023-05-03
  Pfs Investments Inc.
  Mandeville, LA
  Mandeville, LA
  Mandeville, LA
  Mandeville, LA

Other Businesses

First Income Advisors /Simplicity Minneapolis / Protective Wealth Strategies; Insurance Agent / Protective Wealth Strategies, LLC /Owner/President; 6400 Flying Cloud Drive, Suite 213, Eden Prairie, MN 55344; This business operates as an FMO Field Marketing Organization on which I am affiliated with my Life Insurance Licenses and appointed with highly rated Life Insurance companies to offer and sell their Fixed Indexed Annuity products and other Life Insurance related policies appropriate and desired by clients; Duties; Evaluate insurance needs and apply for coverages as suitable; 2023-05-16; Hours per month devoted to business during trading hours: 15; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 40;

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-06-30