Kim Miller (CRD# 4488984) is an Investment Advisor Representative working at Viewpoint Advisory, LLC in Meridian, ID and has over 10 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Viewpoint Advisory, LLC | Bothell, WA | Oct 2019 - Current | 4 |
| Vestory, LLC | Bellevue, WA | Oct 2013 - Oct 2019 | 6 |
| Kim Miller Dba Ideatrac | Bothel, WA | Jan 2003 - Dec 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
| S63 | Uniform Securities State Law Examination | Jul 2013 |
- ID
- TX
- WA
-
Total Assets Under Management79MILLIONS
-
Total Number of Accounts170ACCOUNTS
-
Average Account Value$464,890
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
ID, TX, WA
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