John Thomas Miller
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$819.1BFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCJan 2026 to now
- Cetera Investment Advisers LLCAug 2023 to Jan 2026
- Cetera Wealth Services, LLCAug 2023 to Jan 2026
- Tax and Financial GroupJul 2018 to Jan 2026
- Minnesota LifeJul 2018 to Aug 2023
- Securian Financial ServicesJul 2018 to Aug 2023
- Dawson WhitetailsNov 2017 to Mar 2021
- Sam Houston State UniversityAug 2016 to Jul 2018
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
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
- 6987996
- Firm CRD
- 6413