Clinton Miller, financial advisor Canton OH

Clinton Miller

CRD Number: 6281534
Current Firm: Kestra Advisory Services, LLC

Clinton Miller (CRD# 6281534) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Canton, OH and has over 8 years of experience in the finance industry. Clinton Miller 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.

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Professional Designations
Company Name Location Dates Years
Kestra Investment Services, LLC Canton, OH Jul 2019 - Current 4
Pleasant Wealth LLC Canton, OH Jul 2019 - Current 4
Kestra Advisory Services, LLC Canton, OH Jul 2019 - Current 4
Hummel Wealth Management, LLC Berlin, OH Jun 2014 - Jul 2019 5
The O. N. Equity Sales Company Cincinnati, OH Jan 2014 - Jul 2019 5
Pleasant Wealth Associates Berlin, OH Nov 2013 - Jul 2019 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2015
Contact Info for Clinton D. Miller
Phone Number: 8445537872
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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