Lee Dennis Miles
Investment adviser representative at Private Advisor Group, LLC
21 yearsExperience
3 statesRegistered in
ChFC®Designation
$57.7BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Private Advisor Group, LLCJul 2019 to now
- Ldm and Associates IncorporatedJan 2008 to now
- World Group SecuritiesMay 2007 to now
- Federal Financial Group LLCApr 2006 to now
- World Financial GroupAug 2005 to now
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 5336144
- Firm CRD
- 155216