Brett MillerCRD Number: 5413563
Current Firm: Mcgill Advisors, Inc.
Brett Miller (CRD# 5413563) is an Investment Advisor Representative working at Mcgill Advisors, Inc. in Charlotte, NC and has over 10 years of experience in the finance industry. Brett 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.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Mcgill Advisors, Inc. (formerly Select Consulting, Inc.)||Charlotte, NC||Jun 2007 - Current||10|
|The Citadel||Charleston, SC||Jun 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management1,170MILLIONS
Total Number of Accounts3,826ACCOUNTS
Average Account Value$305,843
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, CA, CO, FL, GA, IL, IN, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA