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BM

Barbara J. Miller

917 ADVISORY SERVICES
SPOKANE, WA 99204
Some features on this profile are disabled
CRD#: 5528952
BM

Professional summary

Barbara Joy Miller is a registered financial advisor currently at 917 ADVISORY SERVICES LLC located in Spokane, Washington.

Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Barbara has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barbara Joy Miller's CRS (Customer Relationship Summary).
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®
None

Experience

Current

November 15, 2024 - Present

917 ADVISORY SERVICES LLC

Office #1: 917 S Monroe St, Spokane, WA 99204
RIA
CRD#: 331476
SPOKANE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
9A
917 ADVISORY SERVICES LLC
917 ADVISORY SERVICES LLC

CRD#: 331476 / SEC#: 801-130529

RIA
Registered Investment Advisory firm - (6/27/2024 Approved)

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
Washington
(11/15/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/9/2024
Uniform Investment Adviser Law Examination

Current Firm

9A
917 ADVISORY SERVICES LLC
917 ADVISORY SERVICES LLC

CRD#: 331476 / SEC#: 801-130529

RIA
Registered Investment Advisory firm - (6/27/2024 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
917 S Monroe St, Spokane, WA 99204
Mailing Address
Phone number
(509) 328-5627
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

917 ADVISORY SERVICES LLC BROCHURE (3/13/2026)

Regulatory assets under management

Total Number of Accounts620
AUM (Assets Under Management)$ 167,507,315

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

917 ADVISORY SERVICES LLC

CRD#: 331476Spokane, WA 99204

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