Kurt Miller, financial advisor Greenville DE
90 score

Kurt Miller

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Kurt R. Miller
Phone Number: 314-875-3000
Registered State(s):
  • DE
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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