Lance Alec Miller
Investment adviser representative at Compass Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$307.7MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Cerity Partners LLCOct 2026 to now
- Compass Wealth Management, LLCMay 2020 to now
- Emmanuel UniversityJun 2017 to May 2020
- Edward JonesJun 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (GA).
Compass Wealth Management, LLC
$307.7MAssets managed
171Clients
2Advisers
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
- 6655370
- Firm CRD
- 156482