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Eric L. Miller

INCREASE CONSULTANTS LLC
Missouri City, TX 77459
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CRD#: 4447849
EM

Professional summary


Eric Lamont Miller, AIF®, who also goes by Eric Lamont Miller, Na Na Na, is a registered financial advisor currently at INCREASE CONSULTANTS LLC located in Missouri City, Texas.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Eric has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Eric Lamont Miller | Na Na Na

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.
(1) 02/01/2016: Increase Financial - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - Started 01/13/2016 - 160 Hr/Mo; 8 Hours During Securities Trading; 50% Time Spent (2) 08/01/2016: Incease Life Company of America - Insurance Agency - INV REL - At Reported Business Location(s) - President. This business will employ individuals that are non securities licensed as well some employees may have a securities license. - 40 Hr/Mo; 5 Hours During Securities Trading

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Eric Lamont 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®
AIF®

Experience


Current

December 22, 2017 - Present

INCREASE CONSULTANTS LLC

Office #1: 7335 Highway 6, Suite 250, Missouri City, TX 77459
RIA
CRD#: 289368
Missouri City, TX
Past

February 1, 2016 - January 19, 2018

LPL FINANCIAL LLC

RIA
CRD#: 6413
MISSOURI CITY, TX
Past

February 1, 2016 - January 19, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
MISSOURI CITY, TX
Past

October 12, 2010 - February 22, 2016

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
HOUSTON, TX
Past

May 26, 2004 - February 22, 2016

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
HOUSTON, TX
Past

October 25, 2002 - March 15, 2004

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA

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
Texas
(12/22/2017)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/4/2010
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


IC
INCREASE CONSULTANTS LLC
INCREASE CONSULTANTS LLC | INCREASE FINANCIAL

CRD#: 289368 / SEC#:

Texas
Registered Investment Advisory firm - (12/22/2017 Approved)
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Contact information


Main Address
7335 Highway 6, Suite 250, Missouri City, TX 77459
Mailing Address
Phone number
(281) 778-8161
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts200
AUM (Assets Under Management)$ 13,500,000

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


INCREASE CONSULTANTS LLC

CRD#: 289368Missouri City, TX 77459

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