Miles Logan Fleming
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- LPL Financial LLCJul 2021 to now
- Rotary Club of Del MarNov 2020 to Jul 2021
- Employer Services GroupMar 2019 to Jul 2021
- San Diego Council On AgingApr 2018 to Jan 2019
- Lumena Financial Strategies, Inc (dba)Mar 2017 to Jul 2021
- Rotary Club of Del MarJun 2016 to Jun 2017
- Young Audiences of San DiegoJan 2016 to Oct 2018
- Various Insurance Carriers for W&r Insurance AgenciesOct 2014 to Jul 2021
- Waddell & Reed, IncOct 2014 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6350363
- Firm CRD
- 6413