Philip Miller (CRD# 4789108) is an Investment Advisor Representative working at Integrated Financial Strategies, LLC in Concord, NC and has over 18 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. | Charlotte, NC | Nov 2015 - Current | 8 |
| Integrated Financial Strategies | Charlotte, NC | Nov 2015 - Current | 8 |
| Miller Ins. & Fin. Serv. | China Grove, NC | Jan 1996 - Current | 28 |
| Capital Guardian, LLC | China Grove, NC | Sep 2012 - Nov 2015 | 3 |
| Capital Guardian Wealth Management, LLC | China Grove, NC | Sep 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2005 |
- NC
-
Total Assets Under Management398MILLIONS
-
Total Number of Accounts1,297ACCOUNTS
-
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, NH, NJ, NY, SC, TX
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