Spencer Schreiber Miller

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Seminars and workshops

Experience

13 years in the industry.

1. LPL Enterprise, LLCFeb 2026 to now
2. MML Investors Services, LLCJan 2026 to Feb 2026
3. Lenox AdvisorsDec 2025 to Feb 2026
4. Massmutual Life Insurance CoDec 2025 to Feb 2026
5. Equitable Advisors, LLCOct 2025 to Nov 2025
6. Western & Southern LifeSep 2025 to Nov 2025
7. Esi Financial AdvisorsJun 2025 to Aug 2025
8. National Life GroupJun 2025 to Aug 2025
9. Equity Services, Inc.May 2025 to Aug 2025
10. UnemployedMay 2025 to May 2025
11. Secure Investment Management, LLCNov 2024 to Apr 2025
12. Davinci Wealth Management, Inc.Oct 2023 to Sep 2024
13. Financial & Tax Architects, LLCJul 2023 to Apr 2024
14. Allstate Financial Services, LLCAug 2022 to Jun 2023
15. UnemployedAug 2022 to Aug 2022
16. Western International Securities, Inc.Jan 2013 to Jul 2022

Designations

• CFP® certification

Exams passed

• Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (CA).

LPL Enterprise, LLC

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

4759628

Firm CRD

8733