Paul Bennett Miller
CFP®Professional Summary
Paul Bennett Miller, CFP® is a registered financial advisor currently at INDIAN RIVER FINANCIAL GROUP, INC. located in Delray Beach, 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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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.
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Credentials
Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
INDIAN RIVER FINANCIAL GROUP, INC.
Contact Information
Main Address
1615 South Congress Avenue Suite 103 - #16879734, Delray Beach, FL 33445Phone Number
(561) 362-0331# of Employees
1Documents
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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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1987About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed May 1994About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Paul Bennett Miller's CRS (Customer Relationship Summary).
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