Christopher W. Brown and David A. Miller, who managed $450 million at Wells Fargo Advisors in McLean, Va., have left the firm and formed Brown Miller Wealth Management, a fee-only registered investment adviser.
The firm will use First Clearing, the Wells Fargo affiliate, for brokerage clearing and custodial services. It also has engaged TradePMR for technology and custodial support.
Mr. Brown began his advisory career at A.G. Edwards, a predecessor of Wells Fargo Advisors, in 1992. In 2004, Mr. Miller joined the team Mr. Brown had built.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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