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Credentials
Series 66
Experience Industry experience
18 years
Location
Breckenridge, TX 76424
LPL Financial
Institution
Edward Miller is a financial advisor with LPL Financial in Breckenridge, TX, holding a Series 66 designation and 18 years of industry experience. He has prior experience at firms including Lincoln Financial Securities Corporation, First Command Advisory Services, and Edward Jones. In addition to his advisory role, he operates XEO Wealth Planning, a business focused on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, leveraging both proprietary and third-party strategies across discretionary and non-discretionary platforms.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Breckenridge, TX
103 W. Elm St. Suite 200
Breckenridge TX 76424
Advisors at this office
1
Colorado · Texas
18 years of industry experience
LPL Financial, LLC
2024 - Present • 2 years
Breckenridge, TX
XEO Wealth Planning
2017 - Present • 9 years
Breckenridge, TX
Lincoln Financial Securities Corporation
2017 - 2024 • 7 years
Breckenridge, TX
First Command Advisory Services
2015 - 2017 • 2 years
Fort Worth, TX
First Command Financial Services, Inc.
2009 - 2017 • 8 years
Fort Worth, TX
First Command Financial Planning, Inc.
2009 - 2017 • 8 years
Fort Worth, TX
Edward Jones
2008 - 2008 • 1 year
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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