LPL Financial
43yrs
Top advisor by experience in Novato
7yrs
Brian Daniel Miller
Financial advisor at 245 Investments
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
OfficeNovato, CA
Firm245 Investments
How the firm is paid ?Percent of assets, Performance fee
States licensed ?1 state
Services through 245 Investments
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
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 Investment Adviser Law Examination
Career
- 2024 – now245 Investments LLCCurrent firm
- 2020 – 2023Farnam Street InvestmentsPreviously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Brian
How do I contact Brian?
Call 245 Investments at 4153493256 and ask for Brian Daniel Miller. Brian works from the Novato, CA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Brian hold?
Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
245 Investments reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Brian 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.
Other advisors nearby
LPL Financial
42yrs
Top 2% by experience in California
Alpha Wealth Management and Planning
41yrs
Top advisor by experience at Alpha Wealth Management and Planning
LPL Financial
40yrs
Top 3% by experience in California
Alpha Wealth Management and Planning
39yrs
Top 4% by experience in California
LPL Financial
39yrs
Top 4% by experience in California