Robert Brian Miller

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2006 → Present
  Raymond James Financial Services
  Indianapolis, IN
• 03/2006 → Present
  Miller Financial Services, Llc
  Indianapolis, IN

Previous Registrations

• 2005-01-14 → 2006-02-23
  Thrivent Investment Management Inc.
  Indianapolis, IN

Other Businesses

(1)Name of Business: Miller Financial Services, LLC Address: 9449 Priority Way West Dr Ste 119, Indianapolis, IN, 46240, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/16/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: support company for payroll/tax purposes only (2)Name of Business: Miller Wealth Advisors, LLC Address: 9449 Priority Way West Dr Ste 119, Indianapolis, IN, 46240-6420, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I have an employment contract with Miller Wealth Advisors in the role of financial advisor/co-branch manager. (3)Name of Business: N/A Address: 9449 Priority Way West Dr Ste 119, Indianapolis, IN, 46240, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 10/14/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sales of non-variable life insurance products with Penn Mutual, Pacific Life and Mass Mutual.

Exams

• S66 Uniform Combined State Law Examination
  2003-04-30
• S63 Uniform Securities Agent State Law Examination
  1996-10-28

Designations

• Certified Financial Planner
• Chartered Financial Consultant