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Brandon Corey Miller

Advisor at OSAIC — Hurricane, WV

Updated today

Credentials

Series 63, Series 65

Experience

7 years

Location

Hurricane, WV 25526

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,559 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Brandon Miller is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services for six years and served the City of Charleston for over two decades. OSAIC serves a diverse clientele including individual investors, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using firm-provided tools and third-party solutions to construct portfolios across various asset classes.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Hurricane, WV

104 Brent Way

Hurricane WV 25526

Advisors at this office

5

Most active in

West Virginia

Work history

7 years of industry experience

OSAIC

2025 - Present • 1 year

Hurricane, WV

Primerica Advisors

2019 - 2025 • 6 years

Hurricane, WV

Primerica Financial services

2019 - 2025 • 6 years

Hurricane, WV

City of Charleston

2005 - 2026 • 21 years

Charleston, WV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Angela B

Series 65

South Charleston, WV

Global Freedom Financial LLC

Angela Beblo is a financial advisor at Global Freedom Financial LLC with a Series 65 credential and four years of industry experience. She has worked at Jackson Kelly PLLC since 2022 as Counsel and previously spent sixteen years at Spilman Thomas & Battle PLLC. Beblo maintains an active legal practice alongside her advisory role. Global Freedom Financial LLC provides comprehensive financial planning and consulting to individual clients, focusing on retirement, estate, tax, and business planning among other areas. The firm does not manage assets but offers investment analysis and recommendations within planning engagements, operating as a single-advisor practice with a legal affiliation.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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James M

Series 66

Hurricane, WV

McKee Wealth Management

James Mckee is a financial advisor with McKee Wealth Management in Hurricane, WV, holding a Series 66 designation and 18 years of industry experience. He has worked at Southeast Investments, N.C. Inc., First Summit Financial, and has been involved with McKee & Associates, LLC since 2007. Mckee serves as a board member of the Home Builders Association of Greater Charleston. McKee Wealth Management provides financial planning, investment management, and wealth management services to individuals, families, and institutional clients including corporate pension and retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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John A

Series 66

Hurricane, WV

JA Investment Management, LLC

John Arthur is the sole advisor at JA Investment Management, LLC in Hurricane, WV. He holds a Series 66 designation and has 12 years of industry experience. Prior to founding his firm in 2005, he worked at Ferris, Baker Watts, Inc. He is also the owner and head instructor of Relson Gracie Jiu Jitsu of WV and operates a lifestyle brand called Abstrakt Lifestyle. JA Investment Management serves individual investors and 401(k) plans by offering private asset management, plan management, and investment education. The firm uses both fundamental and technical analysis to tailor strategies to clients, maintaining most accounts on a non-discretionary basis and providing services that include institutional retirement and pension plan management.

Passive / index investing
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Eric A

CFP®, Series 63, Series 65

South Charleston, WV

Retirement Planning Consultants Inc

Eric Ayersman is a CFP® professional with 13 years of experience in financial advising and over 26 years as a CPA. He is the principal of Retirement Planning Consultants Inc. in South Charleston, WV, and previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he maintains a tax preparation and consulting business through Ayersman Financial Group, Inc. Retirement Planning Consultants Inc. provides investment management for individual, corporate, and charitable clients, specializing in retirement accounts such as IRAs, 401(k)s, and 529 plans. The firm focuses on customized asset allocation primarily using ETFs, managing most assets on a discretionary basis while offering access to insurance and annuity products through the principal’s CPA and insurance licensure.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Brian R

Series 63

South Charleston, WV

Freedom Financial Advisors, LLC

Brian Ross is a financial advisor at Freedom Financial Advisors, LLC with four years of industry experience. He holds a Series 63 designation and has worked at Freedom Financial Advisors since 2022. In addition to his advisory role, Ross is involved with Freedom Financial Insurance Group, where he works as an agent selling fixed annuities and life insurance, and with Freedom Federal Educators, providing educational services. Freedom Financial Advisors serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm employs a fundamental analysis-based investment process with a conservative approach, emphasizes educational services, and maintains licensed insurance agents on staff who sell insurance products separately from advisory fees.

Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Wealth management
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Melissa G

Series 63

South Charleston, WV

Freedom Financial Advisors, LLC

Melissa Grass is a financial advisor at Freedom Financial Advisors, LLC with three years of industry experience. She holds a Series 63 designation and has prior experience at TransAmerica. Outside of investment advising, she is the CEO of Freedom Federal Educators, a business that provides federal benefits education through webinars and other content. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm emphasizes fundamental analysis, conservative positioning, and educational services, managing approximately $13 million in assets mostly on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Wealth management
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