Aaron R. Miller

FAMILY WEALTH COACHING

Plano, TX 75093

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CRD#: 6877862

Professional summary

Aaron Russell Miller is a registered financial advisor currently at FAMILY WEALTH COACHING, LLC located in Plano, Texas.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Aaron 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.

Aaron Russell Miller is a lawyer. From time to time, he will offer clients advice or products from this activity. Family Wealth Coaching, LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Family Wealth Coaching, LLC in th eir capacity as a lawyer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Russell 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®

None

Experience

Current

February 22, 2018 - Present

FAMILY WEALTH COACHING, LLC

Office #1: 2301 Ohio Drive Suite 200, Plano, TX 75093

RIA

CRD#: 290736

Plano, TX

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
(2/22/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/5/2018

Uniform Investment Adviser Law Examination

Current Firm

FAMILY WEALTH COACHING, LLC

CRD#: 290736 / SEC#:

Texas

Registered Investment Advisory firm - (2/22/2018 Approved)

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Contact information

Main Address

1400 Preston Road Suite 118, Plano, TX 75093

Mailing Address

Phone number

(214) 215-7636

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 42,606

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.

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Aaron R. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Russell Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAMILY WEALTH COACHING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/2018

Current Firm

FAMILY WEALTH COACHING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FAMILY WEALTH COACHING, LLC

TRUST BUT VERIFY

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