Best Investors Account Sign in
Inactive

Edson Andrew Miller

Spring Financial Planning

Valley Village, CA

CRD 6480664

Claim This Profile
Employer firm

Spring Financial Planning CRD 288000

14 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Spring Financial Planning

Valley Village, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-04-07
  • CA RA
    APPROVED
    Since 2017-04-07

Branch Locations

Valley Village, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed Valley Village CA 05/2016 03/2017
Spring Financial Planning, Llc Valley Village CA 01/2017 Present
  • 05/2016 → 03/2017
    Self-Employed
    Valley Village, CA
  • 01/2017 → Present
    Spring Financial Planning, Llc
    Valley Village, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-02
  • S65 Uniform Investment Adviser Law Examination
    2015-03-02
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Valley Village, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor