Ria
Current
Mar 2024 - Present
AeroLeads people directory · profile
Douglas Miller Email & Phone Number
RIA
at
CSP Financial Group, LLC
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Who is Douglas Miller? Overview
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Quick answer
Douglas Miller is listed as RIA at CSP Financial Group, LLC, based in Scottsdale, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Douglas Miller.
Douglas Miller previously worked as Investment Adviser Representative at Lifetyme Financial Llc and Accredited Investment Fiduciary Adviser at Lifetyme Financial Llc. Douglas Miller holds Mba, Finance from Rutgers Business School.
Company email context
Email format at CSP Financial Group, LLC
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CSP Financial Group, LLC
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Profile bio
About Douglas Miller
I am a Wealth Advisor with CSP Financial Group and have over 40 years’ experience in the financial services industry. I graduated from Rutgers University, New Jersey with an MBA in Finance. I earned a Bachelor of Arts Degree in Business Administration with a major in Economics from Waynesburg University, Pennsylvania. I have the following registrations: series 7, 63, 65 and 66. I also hold state Life/Health/Disability and Variable Contracts Licenses and is a member of the Financial Planning Association. I am an Accredited Investment Fiduciary (AIF).I am fortunate that I am able to introduce my clients to one of the most sophisticated ways to invest using empirically tested academic research. Our purpose is to empower families in discovering their true purpose for money by transforming the investment experience, leaving them with freedom, fulfillment and love.
Current workplace
Douglas Miller's current company
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6 roles
Douglas Miller work experience
A career timeline built from the work history available for this profile.
Investment Adviser Representative
Accredited Investment Fiduciary Adviser
Oct 2019 - Apr 2024
Wealth Advisor Aif
Bridgelight Capital
Senior Vice President
360 Wealth Management, Inc.
Oct 2012 - Mar 2018
Associate
Plan Coordinators Of Arizona
Financial services programs - primarily insurance based products and strategies for income and estate preservation and transfer.
Jan 2010 - Nov 2012
4 education records
Douglas Miller education
Mba, Finance
Rutgers Business School
Education record
Sandler Foundations Training
Education record
Sudden Money Institute
Bachelor'S Degree, Finance And Economics
Waynesburg University
FAQ
Frequently asked questions about Douglas Miller
Quick answers generated from the profile data available on this page.
What company does Douglas Miller work for?
Douglas Miller works for CSP Financial Group, LLC.
What is Douglas Miller's role at CSP Financial Group, LLC?
Douglas Miller is listed as RIA at CSP Financial Group, LLC.
Where is Douglas Miller based?
Douglas Miller is based in Scottsdale, Arizona, United States while working with CSP Financial Group, LLC.
What companies has Douglas Miller worked for?
Douglas Miller has worked for Csp Financial Group, Llc, Lifetyme Financial Llc, Bridgelight Capital, 360 Wealth Management, Inc., and Plan Coordinators Of Arizona.
How can I contact Douglas Miller?
You can use AeroLeads to view verified contact signals for Douglas Miller at CSP Financial Group, LLC, including work email, phone, and LinkedIn data when available.
What schools did Douglas Miller attend?
Douglas Miller holds Mba, Finance from Rutgers Business School.
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