Ethan Miller (CRD# 6744381) is an Investment Advisor Representative working at Planning For Progress in Silver Spring, MD and has over 7 years of experience in the finance industry. Ethan Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 5954281
Mercer Global Advisors Inc.
CRD# 4605616
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planning For Progress, LLC | Washington, DC | Nov 2016 - Current | 7 |
| Department For Professional Employees, Afl-cio | Washington, DC | Oct 2018 - Dec 2021 | 3 |
| Jobs With Justice | Washington, DC | Apr 2015 - Oct 2018 | 3 |
| Jews United For Justice | Washington, DC | Jan 2015 - Apr 2015 | < 1 |
| Seiu Local 500 | Gaithersburg, MD | Jan 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- DC
- MD
- TX
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$67,200
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, MD, TX
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