Philip MillerCRD Number: 4789108
Current Firm: Integrated Financial Strategies, LLC
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.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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||27|
|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|
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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