Kenneth MillerCRD Number: 1636304
Current Firm: Integrated Financial Strategies, LLC
Kenneth Miller (CRD# 1636304) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Concord, NC and has over 36 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Fortune Financial Services, Inc.||Concord, NC||Nov 2015 - Current||7|
|Integrated Financial Strategies||Charlotte, NC||Nov 2015 - Current||7|
|Self Employed||China Grove, NC||Apr 1983 - Current||40|
|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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management292MILLIONS
Total Number of Accounts692ACCOUNTS
Average Account Value$421,965
- 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, CT, FL, GA, LA, MA, NC, NY, SC, TN, TX
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