iw
Iliad Wealth Solutions
SEC-regulated
Registered investment advisor
Joshua Charles Miller is the Investment Adviser Representative and CEO of Iliad Wealth Solutions, established in 2021. He holds a Bachelor of Business Administration in Finance, Investment Management, and Legal Studies from Duquesne University. With a clean disciplinary record, he has a diverse business background spanning roles in investment advisory, insurance, and wealth management since 2011. As the Chief Compliance Officer, Miller oversees all firm activities and adheres to regulatory requirements and internal policies.
Iliad Wealth Solutions may recommend insurance products from its affiliate, Iliad Protection Solutions, where Miller is a co-owner. Clients are informed of any conflicts of interest related to compensation received for product sales. Miller does not receive compensation from external sources for advisory services. Clients have the freedom to purchase recommended products through other non-affiliated brokers. Miller has not been involved in any legal or financial disputes exceeding $2,500, ensuring a clean track record for potential clients to consider.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting