Alison Rose 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

• 07/2010 → 05/2021
  Student
  Austin, TX
• 05/2019 → 08/2019
  Per Stirling Capital Management, Llc
  Austin, TX
• 05/2020 → 06/2021
  Per Stirling Capital Management, Llc
  Austin, TX
• 11/2019 → 05/2021
  Fossil
  Austin, TX
• 06/2021 → Present
  Per Stirling Capital Mangement, Llc
  Austin, TX
• 03/2023 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2022-01-14 → 2023-03-31
  Per Stirling Capital Management, Llc
  Austin, TX

Other Businesses

MISSION WEALTH SECURITIES, LP; INVESTMENT RELATED; ADDRESS: 1111 CHAPALA ST 3RD FLOOR SANTA BARBARA, CA 93101; NATURE: REGISTERED INVESTMENT ADVISOR; POSITION: SR. CLIENT ADVISOR ASSOCIATE; START DATE: 3/2023; NUMBER OF HOURS: 20 TOTAL HOURS/MONTH, 10 OF THOSE DURING TRADING HOURS. DUAL REGISTRATION WITH MWS, LP, IS TEMPORARILY BEING APPROVED TO ASSIST IAR WITH TRANSITION TO THIS RIA TO ENSURE CONTINUED SERVICING OF CLIENTS. MWS, LP, IS NOT A RELATED ENTITY OF PER STIRLING CAPITAL MANAGEMENT, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-14

Designations

• Certified Financial Planner