Leslie
Miller
Integrated Advisors Network LLC
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About this Advisor
Leslie Miller is a financial advisor based in Larkspur, California, working with Integrated Advisors Network LLC. Leslie has previously worked at Morgan Stanley, Morgan Stanley Private Bank, National Association, Integrated Advisors Network, LLC, and Miller Pacific Financial Advisors. Leslie has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Leslie is part of Integrated Advisors Network LLC, which operates out of Larkspur, California. The firm has 45 offices and 88 employees. Integrated Advisors Network LLC manages assets totaling $4.6 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Integrated Advisors Network LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Integrated Advisors Network LLC Brokerage Details
$4,585,500,174
88
12,619
$363,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Leslie Miller Work History
Integrated Advisors Network, LLC
Miller Pacific Financial Advisors
Morgan Stanley Private Bank, National Association
Morgan Stanley
Disclosures
Please visit the SEC profile of Leslie Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Integrated Advisors Network LLC
San Diego, CA
Columbia, SC
Dallas, TX
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Hartford, CT
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