Robert Miller (CRD# 4163941) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Ceresco, NE and has over 11 years of experience in the finance industry.
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
CRD# 4390840
Cherry Creek Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert Miller | Ceresco, NE | Jan 2024 - Current | < 1 |
| Anderson Wealth And Retirement LLC | Lincoln, NE | Jul 2023 - Current | < 1 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Ameritas Financial Center/central Financial Services | Ceresco, NE | Oct 2015 - Current | 8 |
| Ameritas Investment Corp | Lincoln, NE | Oct 2015 - Current | 8 |
| Ameritas Life Insurance Corp | Lincoln, NE | Sep 2015 - Current | 8 |
| Wells Fargo Advisor, LLC | Omaha, NE | Aug 2012 - Oct 2015 | 3 |
| Wells Fargo Bank, Na | Lincoln, NE | Sep 2011 - Oct 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NE
- TX
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
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- 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
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