Gary MillerCRD Number: 7053970
Current Firm: Prudential Financial Planning Services
Gary Miller (CRD# 7053970) is an Investment Advisor Representative working at Prudential Financial Planning Services in Irvine, CA and has over 3 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Pruco Securities, LLC||Irvine, CA||Dec 2018 - Current||4|
|Prudential Insurance Company Of America||Irvine, CA||Dec 2018 - Current||4|
|Unemployed||Laguna Niguel, CA||Aug 2018 - Dec 2018||< 1|
|Falls Lake Insurance Company||Raleigh, NC||May 2016 - Aug 2018||2|
|Unemployed||Mill Valley, CA||Dec 2015 - May 2016||< 1|
|B F Re Underwriters||Stamford, CT||Sep 2002 - Dec 2015||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2019|
Total Assets Under Management14,969MILLIONS
Total Number of Accounts92,200ACCOUNTS
Average Account Value$162,356
- 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
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