Rebecca Miller (CRD# 6556936) is an Investment Advisor Representative working at Creative Financial Services, Inc. in Colorado Springs, CO and has over 8 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Financial Services, Inc. | Colorado Springs, CO | Jul 2014 - Current | 9 |
| 10 Till 2 | Denver, CO | Dec 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- CA
- CO
- OH
-
Total Assets Under Management73MILLIONS
-
Total Number of Accounts500ACCOUNTS
-
Average Account Value$145,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, OH, TX
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