William Richard Miller
Investment adviser representative at Raymond James Financial Services Advisors, Inc
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jan 2026 to now
- Raymond James Financial Services, Inc.Jan 2026 to now
- Independent Advisor Alliance, LLCJul 2023 to Jan 2026
- LPL Financial LLCJul 2023 to Jan 2026
- Sprouts Farmers MarketJan 2022 to Oct 2023
- InstacartJan 2021 to Jan 2022
- Securities America Advisors, Inc.Aug 2020 to Jul 2023
- University of ScrantonAug 2020 to Dec 2020
- Securities America, Inc.Jun 2020 to Jul 2023
- MML Investors Services, LLCJan 2019 to Jun 2020
- Arcadia UniversityNov 2018 to Jan 2020
- MassmutualAug 2018 to Jun 2020
- SarahcareDec 2017 to Jul 2018
- Wyoming Valley Tennis ClubAug 2017 to Dec 2017
- Wilkes UniversityAug 2014 to May 2017
- WegmansAug 2012 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7059402
- Firm CRD
- 149018