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

Richard L. Miller

Some features on this profile are disabled
CRD#: 335441
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.

Richard Lawrence Miller was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1971. Richard had worked at 4 firms and has passed the Series 1 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
REGISTERED INVESTMENT ADVISOR, R.L. MILLER & CO., CEO. APPROX 100% OF TIME DEVOTED TO BUSINESS; SINCE 1970.

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

February 25, 2004 - August 17, 2006

INVESTORS RESOURCES GROUP, INC.

RIA
CRD#: 45752
VACAVILLE, CA
Past

October 15, 2003 - August 17, 2006

INVESTORS RESOURCES GROUP, INC.

BD
CRD#: 45752
VACAVILLE, CA
Past

January 26, 1989 - April 18, 2025

R.L. MILLER & COMPANY

RIA
CRD#: 113993
SACRAMENTO, CA
Past

August 1, 1972 - November 24, 2003

INTERCAL SECURITIES CO.

BD
CRD#: 6284
SACRAMENTO, CA
Past

September 29, 1971 - April 26, 1973

WILLIAM M. MCNABB CO.

BD
CRD#: 5825

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


General Industry/Product Exam
RR
Series 1
Date: 12/14/1967
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 7/27/1972
General Securities Principal Examination

Current Firm


IR
INVESTORS RESOURCES GROUP, INC.
INVESTORS RESOURCES GROUP, INC.

CRD#: 45752 / SEC#: , 8-51161

BD
Terminated by SEC on 10/22/2006
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
Mailing Address
Phone number
Established
California since 07/01/1997
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
OVERHOLTZER, JOHN MARKCEO, CCO, CFO, FINOP, CORPORATE SECRETARY2353144
LYNCH, RONALD PATRICK JRV.P.BUSINESS DEVELOPMENT1540352
CAMPBELL, KEITH WAYNECOO, CCO, SROP/CROP, MP1832122

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


INVESTORS RESOURCES GROUP, INC.

CRD#: 45752

TRUST BUT VERIFY

Monitor Richard 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