Lori Miller Overview

  • Primary Position
  • Vice President...

Lori Miller General Information

Biography

Ms. Lori Miller serves as Vice President & Director of Operations at Integrated Wealth Advisors. She has worked in the financial services industry since 1988. She began her financial career designing structured settlements for personal injury claims. She took a short hiatus from structured settlements in 1990 to work as a legal secretary in a Minneapolis-based civil litigation firm. She attended Normandale Community College in Bloomington from 1987 through 1992, focusing on Accounting and Economics. In 1993 she obtained her Minnesota Life & Health Insurance License. In 1996 she obtained her Registered Representative (Series 7) and her Uniform Securities Agent (Series 63). In 1997, she obtained her Investment Advisor (Series 65), and in 2000 Lori assumed the responsibilities of Vice President when she earned her General Securities Principal (Series 24) - all held through LPL Financial.

Contact Information

Primary Position
Vice President & Director of Operations, Integrated Wealth Advisors
Gender
Female
Email
lm
Phone
+1 (952)
Address
  • 11095 Viking Drive
  • Suite 205
  • Eden Prairie, MN 55344
  • United States
+1 (952)

Lori Miller Positions (1)

Firm name Firm type Title Location Industry Since
Integrated Wealth Advisors Limited Partner Vice President & Director of Operations Eden Prairie, MN Wealth Management Firm

Lori Miller FAQs

  • Who is Lori Miller?

    Ms. Lori Miller serves as Vice President & Director of Operations at Integrated Wealth Advisors.

  • How much does Lori Miller typically invest?

    Lori Miller's median deal size is .

  • What is Lori Miller’s main position?

    Lori Miller’s primary position is Vice President & Director of Operations.

  • What are the contact details for Lori Miller?

    Lori Miller’s email address is lm and his phone number is +1 (952) .

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