Miller Majors (CRD# 7031550) is an Investment Advisor Representative working at Capital Investment Advisors, LLC in Atlanta, GA and has over 4 years of experience in the finance industry. Miller Majors has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Investment Advisors, LLC | Atlanta, GA | Apr 2022 - Current | 2 |
| Safe-guard Products International, LLC | Atlanta, GA | May 2021 - Apr 2022 | < 1 |
| Regions Securities LLC | Atlanta, GA | Oct 2018 - May 2021 | 2 |
| Regions Bank | Atlanta, GA | Sep 2018 - May 2021 | 2 |
| Kpmg | Atlanta, GA | Apr 2017 - Sep 2018 | 1 |
| Pwc | Atlanta, GA | Sep 2014 - Apr 2017 | 2 |
| Unemployed | Atlanta, GA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- GA
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Total Assets Under Management5,261MILLIONS
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Total Number of Accounts12,390ACCOUNTS
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Average Account Value$424,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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