Petix & Botte Financial
42yrs
Top 2% by experience in California
42yrs
Molly Jo Miller
Financial advisor at LPL Financial
At a glance
Experience42 years (since 1984)
How that compares ?Top advisor by experience in La Mesa
Office7863 LA Mesa Blvd Suite 200, La Mesa, CA 91942
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2014 – nowLPL Financial LLCCurrent firm
- Nov 2013 – Jun 2014D.a. Davidson & Co.Previously
- Nov 2013 – Nov 2013Crowell Weedon & Co.Previously
- 2009 – 2013Crowell, Weedon & Co.Previously
- Jan 2008 – Jun 2009Wells Fargo Clearing Services, LLCPreviously
- 1997 – 2008A. G. Edwards & Sons, Inc.Previously
Questions to ask Molly
Tailored to Molly’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Molly
How do I contact Molly?
Call LPL Financial at 704-733-3300 and ask for Molly Jo Miller. Molly works from the La Mesa, CA office.
How long has Molly been a financial advisor?
Molly has been in the industry since 1984, about 42 years. Top advisor by experience in La Mesa.
What licenses does Molly hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Molly a fiduciary?
Molly is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Molly paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Molly for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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