Featured Business Financial Advisor in Syracuse, NY
Syracuse Financial Advisors
AXA Advisors, LLC
120 Madison Street, Suite 1900
Syracuse, NY 13202
(315) 425-6343
Advisor Profile
Lisa D Miller CFP
Name:  Lisa D Miller CFP
Phone Number:  (315) 425-6343
Website:  Visit Website

About AXA Advisors, LLC

Financial services isn't just about products or investment advice. It is understanding the needs, wants and desires of individuals and business owners. It's educating clients to help them identify and address their financial planning issues; developing a comprehensive planning strategy based on their financial objectives; and providing products, services and support to help them accumulate and distribute assets to help them achieve their desired retirement lifestyle. As an AXA Advisors financial professional, I work with clients to address a broad spectrum of accumulation goals from funding a major purchase or a child's education to living the retirement lifestyle they envision. I take a comprehensive, education-based approach to addressing the 'at retirement' needs of customers, providing retirement planning strategies, education, products and services to individuals and businesses.
 

General Information

Gender:    Female
CRD#:    0004612774
Firm CRD#:    6627
Insurance License#:    LA 1074780
Name of Broker/Dealer:    LPL
States Licensed in:    NY
States Willing to do Business in:   
Years of Experience in Financial Services:    7
Number of Years with Current Firm:    7
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Services

Investment Types:    Mutual Funds, Insurance, Annuities, Stocks, Bonds
I can meet clients in the following ways:    At my office, At your office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, RICP Retirment Income Certified Planner, Certified Divorce Financial Analyst(CDFA)
Securities Licenses:    Series 7, Series 66, Series 24
Insurance and Annuity Licenses:    Disability, Variable Life, Long Term Care, Variable Annuity, Life
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $25,000
Compensation Methods:    Flat Fee, Commissions, Based on Assets
 
 
 
Prepared By: Lisa D Miller CFP

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