Barbara Joy Miller
Investment adviser representative at 917 Advisory Services LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$167.5MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- 917 Advisory Services LLCMay 2024 to now
- LPL Financial LLCApr 2008 to Nov 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
917 Advisory Services LLC
$167.5MAssets managed
195Clients
3Advisers
2 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
- 5528952
- Firm CRD
- 331476