Paul B. Miller

INDIAN RIVER FINANCIAL GROUP

Boca Raton, FL 33487

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CRD#: 1759970

Professional summary

Paul Bennett Miller, CFP® is a registered financial advisor currently at INDIAN RIVER FINANCIAL GROUP, INC. located in Boca Raton, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Paul has worked at 9 firms and has passed the Series 63, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

AGENT FOR VARIOUS INSURANCE PRODUCTS. NOT INVESTMENT RELATED, CONSISTING OF: LIFE INSURANCE, ANNUITY INSURANCE, LONG-TERM CARE INSURANCE, GROUP HEALTH, LIFE, DENTAL, VISION, AND DISABILITY INSURANCE. I ACT AS AN AGENT OR BROKER. I HAVE PERFORMED THESE INSURANCE SERVICES SINCE 1985 APPROXIMATELY. I SPEND NO MORE THAN 5 HOURS PER WEEK ON THIS. 10/2016-Present: MILCUR, LLC, 4780 Orchard Lane, Delray Beach, Florida 33445. The entity is a non-public Limited Liability Company set-up to own a single share of stock in a start-up entity. The function of the LLC is not investment-related. Mr. Miller is a Managing Member and spends less than an hour a month servicing MILCUR, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Bennett 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®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

May 1, 2001 - Present

INDIAN RIVER FINANCIAL GROUP, INC.

Office #1: 7805 Nw Beacon Square Blvd. Suite 102, Boca Raton, FL 33487

RIA

CRD#: 137197

Boca Raton, FL

Past

March 28, 2007 - July 1, 2008

TRIAD ADVISORS LLC

CRD#: 25803

BOCA RATON, FL

Past

April 6, 1999 - March 28, 2007

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

BOCA RATON, FL

Past

June 8, 1998 - April 12, 1999

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

August 8, 1997 - May 20, 1998

VALMARK SECURITIES, INC.

CRD#: 31243

AKRON, OH

Past

September 13, 1991 - September 3, 1997

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

April 6, 1989 - August 5, 1991

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Past

November 19, 1987 - March 20, 1989

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

Past

November 19, 1987 - March 20, 1989

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

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

Florida
(5/1/2001)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/21/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/25/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/17/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/31/1994

Investment Company Products/Variable Contracts Principal Examination

Current Firm

INDIAN RIVER FINANCIAL GROUP, INC.

CRD#: 137197 / SEC#:

Florida

Registered Investment Advisory firm - (5/1/2001 Approved)

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Contact information

Main Address

7805 Nw Beacon Square Blvd. Suite 102, Boca Raton, FL 33487

Mailing Address

Phone number

(561) 362-0331

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Paul B. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Bennett Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD ADVISORS LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

IFG NETWORK SECURITIES, INC.

VALMARK SECURITIES, INC.

SECURIAN FINANCIAL SERVICES, INC.

GREEN HILL FINANCIAL SERVICE CORPORATION

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/21/2002

Series 7

Date: 3/25/1998

Series 6

Date: 11/17/1987

Series 26

Date: 5/31/1994

Current Firm

INDIAN RIVER FINANCIAL GROUP, INC.

Contact information

Documents

Red Flags

Company Information

INDIAN RIVER FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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