Trustee · The Professional Financial Company LLC
Mary G Miller
CRD 6947569 · Named on Form ADV at one SEC-registered adviser
At a glance
The Professional Financial Company LLC, an SEC-registered wealth manager based in Orem, UT with $246 million in regulatory assets, lists Mary G Miller on its Form ADV as Trustee, a control person.
Firms and roles
- The Professional Financial Company LLCTrusteeWealth manager · Orem, UT · $246M in regulatory assets
AtlasMembers
Mary’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- William B. MillerPrincipal & Chief Compliance Officer, The Professional Financial Company LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.