Taylor Nicole Miller

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2014 → Present
  Zions Bank - Amegy Bank
  Houston, TX
• 02/2021 → Present
  Lpl Financial Llc
  Houston, TX

Other Businesses

1) 02/08/2021- Amegy Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported - Start: 02/2021 2) 02/05/2021 - Zion Bank, AMEGY Bank N.A - Financial Institution Duty - Inv Rel - At Reported Business Location(s) - Start: 02/2021 - 80 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2021-11-02

Other Names

• Taylor Nicole Miller
• Taylor N Miller