Chief Compliance Officer · Inman Financial Services, Inc.
Megan Miller
CRD 6668879 · Named on Form ADV at one SEC-registered adviser
At a glance
Inman Financial Services, Inc., an SEC-registered wealth manager based in Portland, OR with $197 million in regulatory assets, lists Megan Miller on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Inman Financial Services, Inc.Chief Compliance OfficerWealth manager · Portland, OR · $197M in regulatory assets
AtlasMembers
Megan’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David S. InmanPresident, Inman Financial Services, Inc.
- Micah E. DorrFinancial Advisor, Inman Financial Services, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Megan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.