SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - STEPHEN MILLER
Murrieta, Redlands, Riverside-University
(800) 462-8328, ext. 4116, option 2
investments@schoolsfirstfcu.org
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Since 2006, Stephen has enjoyed helping Members build solid financial plans and motivating them to stick with their investing strategies. He believes with discipline, Members can achieve their long-term financial goals.
Stephen appreciates working with new investors and Members with established portfolios. "Brand-new investors are hungry for education, while more experienced investors are looking for opportunities to diversify their plans and prepare for transitioning into retirement. No matter who I am working with, there is always an opportunity to educate and inspire."
Stephen is a fully registered and licensed investment and retirement planning professional. He earned a bachelor's degree from California State University, San Bernardino, is registered to sell securities and holds a California Life/Health Insurance License.
When he's not helping Members, Stephen enjoys spending time with his family, loves the outdoors and cycling.
CA Insurance License 0F06600
Stephen Miller is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and SchoolsFirst Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services, and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of SchoolsFirst Federal Credit Union or SchoolsFirst Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.