Khary Andre Miller
Investment adviser representative at LPL Financial LLC
3 yearsExperience
7 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
3 years in the industry.
- Lexco Wealth Management, Inc.Dec 2017 to now
- LPL Financial, LLCNov 2017 to now
- Clearstone Wealth StrategiesFeb 2016 to now
- National Planning CorporationJan 2017 to Nov 2017
- Voya Financial AdvisorsSep 2014 to Jan 2017
- Pinnacle Wealth ManagementSep 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 7 states (CT, NJ, NV, NY, PA, TX, VA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4634131
- Firm CRD
- 6413