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Suzanne M Miller

CFP®
CRD# 1649985·Registered 1987 - 2017
Previously Registered: Being a previously registered professional could mean that Suzanne is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Suzanne M Miller, CFP®, who also goes by Suzanne Margaret Mol, was a registered financial advisor. Suzanne was a previously registered financial professional and started their career in finance 1987 - 2017. Suzanne had worked at 4 firms and has passed the Series 63, Series 6 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Suzanne Margaret Mol

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 1988

Years of Experience

39 years in the financial services industry

Current & Past Employments

RONALD BLUE & CO., LLC·CRD# 104605
RIA
Atlanta, GA
January 25, 2006 - August 1, 2017
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Roswell, GA
April 24, 2003 - December 31, 2004
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Springfield, MA
January 25, 2002 - July 15, 2005
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Springfield, MA
July 18, 1991 - July 28, 1999
GUARDIAN INVESTOR SERVICES LLC·CRD# 6635
BD
New York, NY
May 7, 1990 - July 23, 1991
PHOENIX FINANCIAL CORPORATION·CRD# 8340
BD
March 30, 1987 - December 19, 1988

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Current Firm

RB
RONALD BLUE & CO., LLC

BLUE RONALD & CO LLC | RONALD BLUE INSTITUTIONAL SERVICES | RONALD BLUE & CO., LLC | RONALD BLUE & CO. LLC | RONALD BLUE & CO LLC | FAMILY OFFICE | EVERYDAY STEWARD

CRD#: 104605 / SEC#: 801-18423

Contact Information

Main Address

300 Colonial Center Parkway Suite 300, Roswell, GA 30076-8843

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A MARCH 23,2017 (3/23/2017)

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1987About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2002About the Series 6 exam

Series 7 — General Securities Representative Examination

Passed Mar 1987About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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