Kenneth Miller (CRD# 1636304) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Concord, NC and has over 37 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortune Financial Services, Inc. | Concord, NC | Nov 2015 - Current | 8 |
| Integrated Financial Strategies | Charlotte, NC | Nov 2015 - Current | 8 |
| Self Employed | China Grove, NC | Apr 1983 - Current | 41 |
| Capital Guardian LLC | Charlotte, NC | Oct 2012 - Nov 2015 | 3 |
| Capital Guardian Wealth Management LLC | Charlotte, NC | Oct 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1987 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
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- NC
- TX
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Total Assets Under Management398MILLIONS
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Total Number of Accounts1,297ACCOUNTS
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Average Account Value$306,594
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, LA, NC, NY, SC, TX
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