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MM

Michael J. Miller

R.B. FINANCIAL GROUP
Marana, AZ
Some features on this profile are disabled
CRD#: 1221300
MM

Professional summary


Michael Jon Miller, who also goes by Michael J. Miller, Mike Miller, is a registered financial advisor currently at R.B. FINANCIAL GROUP located in Marana, Arizona.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Michael has worked at 6 firms and has passed the Series 65, Series 63, Series 31, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael J. Miller | Mike Miller

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Jon Miller's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 16, 2018 - Present

R.B. FINANCIAL GROUP

RIA
CRD#: 132444
Marana, AZ
Past

February 15, 1998 - November 10, 2000

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 25, 1992 - February 11, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

December 8, 1989 - December 4, 1992

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

April 11, 1988 - January 12, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

November 25, 1986 - April 11, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

January 19, 1984 - December 5, 1986

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/16/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/29/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 5/2/1996
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RF
R.B. FINANCIAL GROUP
MILLER, MICHAEL JON | RANCHO BERNARDO FINANCIAL GROUP AKA R.B. FINANCIAL GROUP | R.B. FINANCIAL GROUP

CRD#: 132444 / SEC#: 801-63388

RIA
Registered Investment Advisory firm - (3/29/2005 Terminated)
Arizona
Registered Investment Advisory firm - (3/15/2018 Approved)
California
Registered Investment Advisory firm - (2/16/2018 Approved)
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Contact information


Main Address
Marana, AZ
Mailing Address
Phone number
(520) 441-9021
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts55
AUM (Assets Under Management)$ 13,266,256

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


R.B. FINANCIAL GROUP

CRD#: 132444Marana, AZ

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