Miles Garwood (CRD# 4937261) is an Investment Advisor Representative working at Lpl Financial LLC in Atkinson, NE and has over 19 years of experience in the finance industry.
CRD# 5098800
Edward Jones
CRD# 4296041
Edward Jones
CRD# 1002907
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Atkinson, NE | Jul 2021 - Current | 2 |
| Compro | Lincoln, NE | Oct 2019 - Current | 4 |
| Miles Garwood, Inc. | Atkinson, NE | Dec 2017 - Current | 6 |
| Mj Equipment | Atkinson, NE | Oct 2014 - Current | 9 |
| Garwood Ranch | Atkinson, NE | Apr 2013 - Current | 11 |
| Countryside Insurance Agency | Grant, NE | Jan 2012 - Current | 12 |
| Bluecross Blueshield Of Nebraska | Omaha, NE | Feb 2010 - Current | 14 |
| Miles Garwood Notary | Atkinson, NE | Jun 2013 - Sep 2022 | 9 |
| Various Insurance Carriers For W & R Insurance Agencies | Atkinson, NE | May 2005 - Jul 2021 | 16 |
| Waddell & Reed, Inc. | Atkinson, NE | Mar 2005 - Jul 2021 | 16 |
| Coventry Health Insurance | Omaha, NE | Sep 2010 - Dec 2020 | 10 |
| West Holt Memorial Hospital Foundation Board | Atkinson, NE | Jun 2011 - Oct 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2005 |
- NE
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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