AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RM

Ronald K. Miller

Some features on this profile are disabled
CRD#: 1847403
RM

Professional summary


Being a previously registered professional could mean that this person 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.

Ronald K Miller, who also goes by Ron Miller, Ronald Keith Miller, Ronald Keith Weltmer, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1988. Ronald had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ron Miller | Ronald Keith Miller | Ronald Keith Weltmer

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)


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

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


Past

March 14, 2013 - December 31, 2015

BCC ADVISORY SERVICES, LLC

RIA
CRD#: 143642
NEWPORT BEACH, CA
Past

March 13, 2013 - March 26, 2015

BCC ADVISORY SERVICES, LLC

BD
CRD#: 143642
NEWPORT BEACH, CA
Past

August 23, 2011 - February 13, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
EL SEGUNDO, CA
Past

August 1, 2011 - February 13, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
EL SEGUNDO, CA
Past

July 16, 2001 - January 28, 2004

MOUNTAINVIEW SECURITIES, LLC

BD
CRD#: 7882
DENVER, CO
Past

June 22, 1988 - August 24, 1988

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/19/2011
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BA
BCC ADVISORY SERVICES, LLC
BCC ADVISORY SERVICES, LLC

CRD#: 143642 / SEC#: , 8-67588

BD
Cancelled by SEC on 09/21/2015
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
4685 Macarthur Court, Suite 370, Newport Beach, CA 92660
Mailing Address
Phone number
Established
California since 05/11/2006
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BCC HOLD CO., LLCOWNER
KHALAF, NADIM SAMIHPRINCIPAL, CCO, AML-CO1619479
THORNTON, STEVEN LEEFINOP, CFO, PRINCIPAL4496384

Disclosures


Regulatory Event2

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


BCC ADVISORY SERVICES, LLC

CRD#: 143642

TRUST BUT VERIFY

Monitor Ronald Miller

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics