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Barbara Joy Miller

Investment Adviser Representative at 917 Advisory Services LLC

Spokane, WACRD #5528952Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Barbara Joy Miller is an investment adviser representative with 917 Advisory Services LLC in Spokane, WA, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Washington.

Office

917 S Monroe St
Spokane, WA 99204

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/9/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

917 Advisory Services LLCCurrent
11/15/2024 – Spokane, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. 917 Advisory Services LLC
    May 2024 – Nov 2024Spokane, WA
  2. LPL Financial LLC
    Apr 2008 – Nov 2024Spokane, WA
  3. 917 Advisory Services LLC
    Nov 2024 – Jan 2026Spokane, WA
  4. 917 Advisory Services LLC
    Jan 2026 – no end date reportedSpokane, WA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About 917 Advisory Services LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Customized advice and strategies across a comprehensive spectrum of services including investment, insurance, and financial planning, coordinated through an overall strategy and worked through methodically.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting
Firm areas of expertise
Financial PlanningInvestment AdvisoryCustomized StrategiesRegistered Investment AdvisorInsurance

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Spokane, WA
SEC file number:
801-130529

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 30, 2026

View full firm profile

Other advisors at 917 Advisory Services LLC

2 other advisors in the directory

View 917 Advisory Services LLC firm profile

Similar advisors in Spokane, WA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Barbara Joy Miller has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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