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Gary Stephen Miller

Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$24.9BFirm 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.

  1. LPL Enterprise, LLCNov 2024 to now
  2. Prudential Insurance Company of AmericaDec 2018 to now
  3. Pruco Securities, LLC.Dec 2018 to Nov 2024
  4. UnemployedAug 2018 to Dec 2018
  5. Falls Lake Insurance CompanyMay 2016 to Aug 2018

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019

State registrations

Registered as an investment adviser representative in 1 state (CA).

LPL Enterprise, LLC

$24.9BAssets managed
102,563Clients
3,116Advisers
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
7053970
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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