Kurt MillerCRD Number: 6111078
Current Firm: Wells Fargo Advisors, LLC
Kurt Miller (CRD# 6111078) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Greenville, DE and has over 3 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Newbridge Wealth Management
|Wells Fargo Advisors LLC||Greenville, DE||Apr 2016 - Current||< 1|
|Pnc Bank||Concordville, PA||May 2014 - Mar 2016||1|
|Pnc Investments LLC||Pittsburgh, PA||May 2014 - Mar 2016||1|
|Unemployed||West Chester, PA||Dec 2013 - May 2014||< 1|
|Bank Of America, N.a.||Media, PA||Mar 2013 - Dec 2013||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Media, PA||Aug 2012 - Dec 2013||1|
|Deloitte & Touche, LLP||Philadelphia, PA||Aug 2011 - Aug 2012||1|
|Pennsylvania Roofing, Siding, & Windows LLC||Quakertown, PA||May 2011 - Aug 2011||< 1|
|Coastal Carolina University||Conway, SC||Aug 2010 - May 2011||< 1|
|Deloitte & Touche, LLP||Philadelphia, PA||Jun 2010 - Aug 2010||< 1|
|Coastal Carolina University||Conway, SC||Jan 2010 - Jun 2010||< 1|
|Wilmington Savings Fund Society||Newark, DE||Dec 2009 - Jan 2010||< 1|
|Coastal Carolina University||Conway, SC||Aug 2009 - Dec 2009||< 1|
|Wilmington Savings Fund Society||Newark, DE||May 2009 - Aug 2009||< 1|
|Coastal Carolina University||Conway, SC||Jan 2009 - May 2009||< 1|
|Wilmington Savings Fund Society||Newark, DE||Dec 2008 - Jan 2009||< 1|
|Coastal Carolina University||Conway, SC||Aug 2008 - Dec 2008||< 1|
|Wilmington Savings Fund Society||Newark, DE||Jun 2008 - Aug 2008||< 1|
|Coastal Carolina University||Conway, SC||Aug 2007 - Jun 2008||< 1|
|Wilmington Christan School||Hockessin, DE||Jun 2007 - Aug 2007||< 1|
|Coastal Carolina University||Conway, SC||Nov 2006 - Jun 2007||< 1|
|Abercrombie & Fitch||Myrtle Beach, SC||Oct 2006 - Nov 2006||< 1|
|Coastal Carolina University||Conway, SC||Aug 2006 - Oct 2006||< 1|
|Wilmington Christian School||Hockessin, DE||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV
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