Joshua Miller

from Colorado Financial Management LLC
SEC regulated
Regulated Investment Advisor
Joshua Miller is a financial advisor based in Colorado, Boulder, with 22 years of experience. Joshua currently works for Colorado Financial Management LLC. Joshua maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
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
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Joshua Miller works at Colorado Financial Management LLC
Colorado Financial Management LLC is a financial advisory firm based in Boulder, Colorado. It currently has approximately $1,939,791,435 of assets under management and employs about 17 people. Colorado Financial Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
4840 Pearl East Circle, Suite 300e, Boulder, Colorado, 80301

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