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Joshua M

Series 66

Boca Raton, FL

Raymond James & Associates

Joshua Miller is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has previously worked at Dycom Industries Inc. and Plumbing Mart of Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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