Paul Demetric Miller
Professional Summary
Paul Demetric Miller, who also goes by Paul Demetrice Miller, was a registered financial advisor. Paul was a previously registered financial professional and started their career in finance 1990 - 2002. Paul had worked at 14 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Paul Demetrice Miller
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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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Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
A. RAY FREEMAN & CO. | GUARANTY BROKERAGE SERVICES, INC. | CORELINK FINANCIAL, INC. | BISYS BROKERAGE SERVICES, INC.
Contact Information
Established
California since 08/16/1988Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PRIMEVEST FINANCIAL SERVICES, INC. | SOLE SHAREHOLDER | 15340 |
| BONNEAU, CATHERINE MCCORMACK | PRESIDENT, CHAIRMAN, CEO AND DIRECTOR | 2899706 |
| BURNS, MICHAEL DENNIS | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER AND SECRETARY | 2030617 |
| CASEY, SEAN PATRICK | VICE PRESIDENT, DIRECTOR OF BUSINESS DEVELOPMENT | 2156290 |
| DILLON, LADONNA JEAN | ASSISTANT VICE PRESIDENT | 1076897 |
| HOLWEGER, KIMBERLEY ANN | VICE PRESIDENT AND DIRECTOR OF OPERATIONS | 1572778 |
| REINHOLZ, CHRISTOPHER JON | VICE PRESIDENT AND DIRECTOR OF TRADING | 1961258 |
| RUMMELMCCOOL, LEANN RENEE | DIRECTOR, VICE PRESIDENT AND NATIONAL SALES DIRECTOR | 1965155 |
| SHELSON, MARK PAUL | DIRECTOR, VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER | 1819252 |
| SMILEY, STANLEY ROBERT | VICE PRESIDENT | 3004604 |
Disclosures
Regulatory Event
1Similar Advisors
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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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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