Miles William Garwood
Investment adviser representative at LPL Financial LLC
21 yearsExperience
2 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
21 years in the industry.
- LPL Financial, LLCJul 2021 to now
- ComproOct 2019 to now
- Miles Garwood, Inc.Dec 2017 to now
- Mj EquipmentOct 2014 to now
- Garwood RanchApr 2013 to now
- Countryside Insurance AgencyJan 2012 to now
- Bluecross Blueshield of NebraskaFeb 2010 to now
- Miles Garwood NotaryJun 2013 to Sep 2022
- West Holt Memorial Hospital Foundation BoardJun 2011 to Oct 2017
- Coventry Health InsuranceSep 2010 to Dec 2020
- Various Insurance Carriers for W & R Insurance AgenciesMay 2005 to Jul 2021
- Waddell & Reed, Inc.Mar 2005 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
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
- 4937261
- Firm CRD
- 6413