WB
William Bruce Miller
CRD 5844796
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| The Professional Financial Company Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
The Professional Financial Company Llc
Principal & Chief Compliance Officer · Less than 5% · Jun 2024
-
The Professional Financial Company Llc
Trustee · GP / trustee / elected manager · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗