Lisa D Miller CFP
AXA Advisors, LLC

Tel: (315) 425-6343
120 Madison Street
Suite 1900
Syracuse, NY 13202
AXA Advisors, LLC | Financial Advisor in Syracuse ,NY

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.

7 Years of Experience


Connect With an Expert Financial Advisor and Get Answers

General Information

Insurance License#:   LA 1074780
Name of Broker/Dealer:   LPL
States Licensed in:   NY
Number of Years with Current Firm:   7
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors


Services

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


Qualifications & Memberships

Insurance and Annuity Licenses:   Life , Long Term Care , Variable Annuity , Variable Life , Disability

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:   Commissions , Flat Fee , Based on Assets


Education

BS Accounting & Business Mangement - Accounting & Business Management  Columbia College
-


Lisa D Miller CFP

Lisa D Miller CFP

CDFA, RICP Retirment Income Certified Planner, CERTIFIED FINANCIAL PLANNER™ Certificant