Bruce Miller (CRD# 5920380) is an Investment Advisor Representative working at Dinergy in Glennie, MI and has over 12 years of experience in the finance industry.
CRD# 2334603
Edward Jones
CRD# 6614882
Edward Jones
CRD# 1161485
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dinergy Wealth Management | Cincinnati, OH | Apr 2019 - Current | 5 |
| Bruce Miller & Associates | Glennie, MI | May 2009 - Current | 14 |
| Miller Window Cleaning | Glennie, MI | Jul 1997 - Current | 26 |
| Horter Investment Management, LLC | Cincinnati, OH | Jun 2015 - Jan 2019 | 3 |
| Center Street Securities | Nashville, TN | Jan 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2011 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
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Total Assets Under Management20MILLIONS
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Total Number of Accounts154ACCOUNTS
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Average Account Value$126,623
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
FL, IL, MI, OH, SC, TX
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