Darrin Miles (CRD# 6768184) is an Investment Advisor Representative working at Prudential Financial Planning Services in East Brunswick, NJ and has over 7 years of experience in the finance industry.
CRD# 5784181
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5241462
Ubs Financial Services Inc.
CRD# 6073230
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | East Brunswick, NJ | Mar 2023 - Current | 1 |
| The Prudential Insurance Company Of America | East Brunswick, NJ | Mar 2023 - Current | 1 |
| Agia | Houston, TX | Dec 2022 - Mar 2023 | < 1 |
| Valic Financial Advisors | Houston, TX | Feb 2021 - Mar 2023 | 2 |
| Nylife Securities LLC | Saddle Brook, NJ | Jan 2018 - Jan 2021 | 3 |
| New York Life Insurance Company | Saddle Brook, NJ | Apr 2017 - Jan 2021 | 3 |
| At&t | White Plains, NY | Oct 2010 - Nov 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2017 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- NJ
- TX
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.