KM
Kristopher D. Miller
LEXINGTON INVESTMENT CONSULTING
NASHVILLE, TN 37219
Some features on this profile are disabled
CRD#: 6971117
KM
Professional summary
Kristopher D. Miller, who also goes by Kris Miller, Kristopher Miller, is a registered financial advisor currently at LEXINGTON INVESTMENT CONSULTING, LLC located in Nashville, Tennessee.
Kristopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kristopher has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kris Miller | Kristopher Miller
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.
TM2 ACCOUNTING SOLUTIONS, LLC
5523 TOLL DUGGER ROAD, CULLEOKA, TN 38451
PARTNER
TENNESSEE- REGISTERED ACCOUNTING FIRM
START DATE: 1/22/2018
8 HRS/ MO
0 HRS/ MO DURING TRADING HOURS
TAX CONSULTING AND COMPLIANCE REVIEW
LEXINGTON FINANCIAL LIFE MANAGEMENT, LLC
424 CHURCH STREET, SUITE 1550, NASHVILLE, TN 37219
EMPLOYEE
HOLDING COMPANY AND MANAGEMENT COMPANY TO LEXINGTON INVESTMENT CONSULTING, A REGISTERED INVESTMENT ADVISORY COMPANY
START DATE: 06/2018
40 HRS/ MO
40 HRS/ MO DURING TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Kristopher D. 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®
NoneExperience
Current
September 12, 2018 - Present
LEXINGTON INVESTMENT CONSULTING, LLC
Office #1: 424 Church Street Suite 1550, Nashville, TN 37219RIA
CRD#: 127618
NASHVILLE, TN
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".
LI
LEXINGTON INVESTMENT CONSULTING, LLC
LEXINGTON FAMILY OFFICE, LLC | LEXINGTON INVESTMENT COUNSEL, LLC | LEXINGTON INVESTMENT COUNSEL OF CALIFORNIA | LEXINGTON INVESTMENT COUNSEL | LEXINGTON INVESTMENT CONSULTING, LLC | LEXINGTON FINANCIAL LIFE MANAGEMENT, LLC | LEXINGTON FINANCIAL LIFE MANAGEMENT
CRD#: 127618 / SEC#: 801-130899
RIA
Registered Investment Advisory firm - (8/9/2024 Approved)Florida
Registered Investment Advisory firm - (8/12/2024 Terminated)North Carolina
Registered Investment Advisory firm - (8/12/2024 Terminated)Tennessee
Registered Investment Advisory firm - (2/25/2025 Terminated)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
Florida(11/19/2018)
IAR
North Carolina(10/26/2018)
IAR
Tennessee(9/12/2018)
Exams
Current Firm
LI
LEXINGTON INVESTMENT CONSULTING, LLC
LEXINGTON FAMILY OFFICE, LLC | LEXINGTON INVESTMENT COUNSEL, LLC | LEXINGTON INVESTMENT COUNSEL OF CALIFORNIA | LEXINGTON INVESTMENT COUNSEL | LEXINGTON INVESTMENT CONSULTING, LLC | LEXINGTON FINANCIAL LIFE MANAGEMENT, LLC | LEXINGTON FINANCIAL LIFE MANAGEMENT
CRD#: 127618 / SEC#: 801-130899
RIA
Registered Investment Advisory firm - (8/9/2024 Approved)Florida
Registered Investment Advisory firm - (8/12/2024 Terminated)North Carolina
Registered Investment Advisory firm - (8/12/2024 Terminated)Tennessee
Registered Investment Advisory firm - (2/25/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
424 Church Street Suite 1550, Nashville, TN 37219
Mailing Address
Phone number
(615) 492-1011
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 248 |
| AUM (Assets Under Management) | $ 102,786,885 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
