Mary Voll Miller

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

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

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

Current Employers

Employment History

• 09/2011 → 03/2021
  B.B. Graham & Co.
  Orange, CA
• 09/2011 → 03/2023
  Per Stirling Capital Management, Llc
  Austin, TX
• 01/2016 → Present
  Ut Of Austin
  Austin, TX
• 03/2023 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2011-09-30 → 2023-03-31
  Per Stirling Capital Management, Llc
  Austin, TX
• 2011-07-07 → 2014-12-04
  Hill Country Wealth Management
  Austin, TX
• 2008-01-15 → 2011-09-16
  Choice Advisory Group, Inc.
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-14
• S63 Uniform Securities Agent State Law Examination
  2006-11-06

Designations

• Certified Financial Planner

Other Names

• Mary Alice Miller
• Mary Alice Voll Miller
• Mary Alice Miller
• Mary Voll Miller
• Mary Alice Voll