Carrie Lynne Miller is listed as Member at Trellis Wealth Advisors, LLC in San Luis Obispo, CA. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Trellis Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Carrie Lynne Miller work?
Carrie Lynne Miller is listed as Member at Trellis Wealth Advisors, LLC on SEC Form ADV.
How much of Trellis Wealth Advisors, LLC does Carrie Lynne Miller own?
Form ADV reports a beneficial ownership band of 10-25%.