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Liebe O. Miller

SIGNATURE FINANCIAL ADVISORS
Houston, TX 77056
Some features on this profile are disabled
CRD#: 1442569
LM

Professional summary


Liebe Ostrow Miller, who also goes by Liebe Stern Ostrow, Liebe Ostrow Miller, Liebe Ostrowmiller, is a registered financial advisor currently at SIGNATURE FINANCIAL ADVISORS located in Houston, Texas.

Liebe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Liebe has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Liebe Stern Ostrow | Liebe Ostrow Miller | Liebe Ostrowmiller

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.
(1)SENIOR CARE ADVISORS OF TEXAS. NON-INVESTMENT RELATED-5-10 HOURS PER WEEK. LOCATED AT 1900 ST. JAMES PLACE, STE. 510, HOUSTON, TX 77056 POSITION: FOUNDER DESCRIPTION: SENIOR CARE ADVISORS OFFERS CONSULTATION AND REFERRAL SERVICES TO SENIORS AND THEIR ADULT CHILDREN. THE SERVICES FOCUS ON THE HEALTH, SOCIAL, AND FINANCIAL ISSUES THAT THESE AUDIENCES MAY FACE.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Liebe Ostrow 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

October 11, 2016 - Present

SIGNATURE FINANCIAL ADVISORS

Office #1: 1900 St. James Place Suite 510, Houston, TX 77056
RIA
CRD#: 283964
Houston, TX
Past

January 6, 2003 - December 9, 2016

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
HOUSTON, TX
Past

January 3, 2001 - December 9, 2016

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
HOUSTON, TX
Past

March 1, 1996 - December 31, 2000

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

October 7, 1992 - September 27, 1996

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

May 22, 1986 - March 1, 1996

G. R. PHELPS & CO., INC.

BD
CRD#: 173

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
Texas
(10/11/2016)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/17/2000
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
SIGNATURE FINANCIAL ADVISORS
SIGNATURE FA, LLC | SINGNATURE FINANCIAL ADVISORS | SIGNATURE FINANCIAL ADVISORS

CRD#: 283964 / SEC#:

Texas
Registered Investment Advisory firm - (10/11/2016 Approved)
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Contact information


Main Address
1900 St. James Place Suite 510, Houston, TX 77056
Mailing Address
1900 Saint James Place Suite 510, Houston, TX 77056
Phone number
(713) 552-7000
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Red Flags


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

Company Information


SIGNATURE FINANCIAL ADVISORS

CRD#: 283964Houston, TX 77056

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