Paulette Rose Miller

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 01/2012 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 07/1987 → Present
  Miller & Associates, Pc
  Pinckney, MI

Other Businesses

1) JPM ENTERPRISES, INC. (NON-INVESTMENT RELATED), 11762 ALGONQUIN, PINCKNEY, MI 48169; SHAREHOLDER OF RENTAL PROPERTY; START DATE: 1/1/1992; 1 HR/MO, 0 HR DURING SECURITIES TRADING HRS. 2)ANDREWS HOOPER PAVLIC, PLC, 305 E EISENHOWER, STE 100, ANN ARBOR, MI, CPA/ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES, 01/01/19, NIR, 100/YR- 0/TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 01/26/12

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-29