Alex George White
Investment adviser representative at Miller Financial Services LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$462.9MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Miller Financial Services, LLCJun 2018 to now
- Zhang Financial LLCFeb 2018 to May 2018
- The Cove Lakeside BistroJan 2018 to Feb 2018
- Unemployed MinorAug 2017 to Jan 2018
- Stryker Corp.May 2017 to Aug 2017
- Unemployed MinorAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
Miller Financial Services LLC
$462.9MAssets managed
584Clients
3Advisers
9 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
- 6977467
- Firm CRD
- 143788