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Frederick M
Series 65
Lafayette, LA
Family Legacy Planning
Frederick Miller is a financial advisor with Family Legacy Planning in Lafayette, LA, holding a Series 65 designation and 12 years of industry experience. He has worked at Family Legacy Planning since 2012, with previous roles at AE Wealth Management and Global Financial Private Capital. Outside of finance, he serves as secretary and property manager for The Gingerbread House of New Iberia, a children's daycare facility. Family Legacy Planning serves individual investors, including high-net-worth clients, retirement plan sponsors, and business entities, offering portfolio management, comprehensive financial planning, and fiduciary services. The firm emphasizes a value-oriented, primarily long-only investment approach combined with tactical and strategic asset allocation, and it provides education through seminars and workshops.
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