Karen Miller, financial advisor Folsom CA

Karen Miller

CRD Number: 2945192
Current Firm: Gasber Financial Advisors, Inc.

Karen Miller (CRD# 2945192) is an Investment Advisor Representative working at Gasber Financial Advisors, Inc. in Folsom, CA and has 1 year of experience in the finance industry. Karen Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Gasber Financial Advisors, Inc. Folsom, CA Aug 2013 - Current 10

Karen Miller has no recent exams reported.
Contact Info for Karen A. Miller
Phone Number: 916-985-2594
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    247
    MILLIONS
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $655,969
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, TX

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