Briana C. Miller
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.
Briana Christine Miller, CFP®, who also goes by Briana Christine Rein, was a registered financial professional .
Briana is a previously registered financial professional and started their career in finance in 2020. Briana had worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2020
Experience
April 17, 2020 - February 8, 2024
WPWEALTH LLP
Primary Firm SEC Registration
WPWEALTH LLP
CRD#: 145467 / SEC#: 801-68528
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
WPWEALTH LLP
CRD#: 145467 / SEC#: 801-68528
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,581 |
| AUM (Assets Under Management) | $ 1,029,170,419 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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