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Alex George White

Miller Financial Services LLC

Marshall, MI

Marshall, MI

CRD 6977467

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Employer firm

Miller Financial Services LLC CRD 143788

$463M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Miller Financial Services Llc

1001 W Michigan Ave, Marshall, MI 49068 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-06-29
  • MI RA
    APPROVED
    Since 2018-06-29

Branch Locations

801 W. Michigan Avenue, Marshall, MI 49068 • United States

1001 W Michigan Ave, Marshall, MI 49068 • 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
Miller Financial Services, Llc Marshall MI 06/2018 Present
Zhang Financial Llc Portage MI 02/2018 05/2018
The Cove Lakeside Bistro Portage MI 01/2018 02/2018
Stryker Corp. Portage MI 05/2017 08/2017
Unemployed Minor Litchfield MI 08/2013 05/2017
Unemployed Minor Litchfield MI 08/2017 01/2018
  • 06/2018 → Present
    Marshall, MI
  • 02/2018 → 05/2018
    Zhang Financial Llc
    Portage, MI
  • 01/2018 → 02/2018
    The Cove Lakeside Bistro
    Portage, MI
  • 05/2017 → 08/2017
    Stryker Corp.
    Portage, MI
  • 08/2013 → 05/2017
    Unemployed Minor
    Litchfield, MI
  • 08/2017 → 01/2018
    Unemployed Minor
    Litchfield, MI
Other Businesses

Insurance Licensed

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-29
  • S65 Uniform Investment Adviser Law Examination
    2018-06-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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