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Overview

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Funds

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Qualifications

Experience

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Employer Years Dates
LPL Financial LLC 1 year, 2 months Jun 2018 - Present
K Street Retirement Partners 1 year, 4 months Jun 2017 - Oct 2018
Cetera Advisor Networks LLC 5 years, 5 months Jan 2013 - Jun 2018
Financial Network 2 years, 1 month Nov 2010 - Dec 2012
Woodbury Financial 4 years, 2 months Sep 2006 - Nov 2010
Tmiller Financial LLC 13 years Aug 2006 - Present

Designations & Memberships

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Articles and Answers

Insights by Tracy Miller

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Answers

Ask a financial questionAsk a question
Rollover 401K vs. IRA?
I agree with Billy that it is a choice that you need to investigate. Your new 401(k) may allow loans which means you can get money out (and pay it back) without having taxable income. You can't take loans from IRAs, so any money you take out will be taxable. Your 401(k) may or may not have "in-se...  (more)
Answered Apr 2015
What does it mean when they say a specific retirement will add additional years of work? Compared to doing what?
I think what they're saying is ... In the past, retirees could depend on a pension when they retired. This would provide them with a certain percentage of their earnings for retirement. Then when added to social security and personal savings, they had a nice retirement. Today, Pension plans are rare...  (more)
Answered Apr 2015
What does it mean when they say a specific retirement will add additional years of work? Compared to doing what?
Maybe it is the assumption used to back up estimated retirement income projections. You should call the asset custodian that generated the statement. You will get a correct answer that way....  (more)
Answered Apr 2015
Is Real Estate a good asset to invest in?
Income Producing Real Estate should be a good asset class depending on location. ...  (more)
Answered Apr 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Dec 5, 2018
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Dec 5, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    LPL Financial LLC

    Last updated on Aug. 19, 2019
      • $159.1B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 787K
        Accounts
      • $202.3K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Commissions