Frederick Miller has been an investment adviser representative at FLP Wealth Management since December 2018, and is not listed among the firm’s executive officers or direct owners.
FLP Wealth Management, LLC is a Bentonville, AR firm with $169M under management, 341 clients and 3 advisers across 2 offices, as of its August 2026 filing.
Fred Miller works with a select group of families at Family Legacy Planning, specializing in wealth management and retirement income planning. He draws on years of experience managing funds for nonprofit organizations, and spent the first 15 years of his working career as chief fundraiser and project manager for a Benedictine monastery.
Frederick Miller’s longest registration is the current one, 7 years at FLP Wealth Management since 2018. Before joining FLP Wealth Management in 2018, Frederick Miller was registered through Ae Wealth Management, LLC and Global Financial Private Capital, LLC.
- Family Legacy PlanningCurrent– present · 7 yearsLafayette, LA · Adviser representative · Firm CRD 294277
- Ae Wealth Management, LLC– · 1 yearLafayette, LA · Adviser representative · Firm CRD 282580
- Global Financial Private Capital, LLC– · 2 yearsLafayette, LA · Adviser representative · Firm CRD 132070
Investment adviser representative registrations
Frederick Miller is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2018; the most recent is Texas, in January 2019.
- LouisianaSince 17 December 2018
- TexasResidentSince 7 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 March 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Frederick William Miller
- CRD
- 6325001
- Firm
- FLP Wealth Management · CRD 294277
- Office
- 101 La Rue France, Suite 200, Lafayette, LA 70508
- Registration
- Investment adviser registration
- In the industry since
- April 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- familylegacyplanning.com
Where does Frederick Miller work?
Frederick Miller is an investment adviser representative registered through FLP Wealth Management, LLC since December 2018, and is not listed among the firm’s executive officers or direct owners.
Is Frederick Miller a financial advisor?
Yes. Frederick Miller has a current investment-adviser registration in Louisiana and Texas, through FLP Wealth Management since December 2018.
How many years of experience does Frederick Miller have?
Frederick Miller has 12 years in the financial industry, since April 2014, across 3 adviser firms.
What exams has Frederick Miller passed?
Frederick Miller passed the Series 65 in March 2014.
Where did Frederick Miller work before FLP Wealth Management?
Before FLP Wealth Management, Frederick Miller was registered through Global Financial Private Capital, LLC, April 2014 to April 2017.
Where is Frederick Miller based?
Frederick Miller’s registered office is in Lafayette, LA.
Is Frederick Miller registered with FINRA?
No. Frederick Miller has no current broker registration.
How can I verify Frederick Miller’s record?
Search CRD 6325001 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Frederick Miller’s full registration record.
