Kathryn Miller (CRD# 3136573) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Johnstown, OH and has over 25 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services, Inc. | Nashville, TN | May 2023 - Current | < 1 |
| Rbc Capital Markets, LLC | Indianapolis, IN | Oct 2022 - Apr 2023 | < 1 |
| Ubs Fiancial Services Inc. | New Albany, OH | Dec 2017 - Oct 2022 | 4 |
| Benefitscorp Equities, Inc. | Greenwood Village, CO | Oct 2002 - Dec 2017 | 15 |
| One Orchard Equities, Inc. | Columbus, OH | Sep 1998 - Dec 2017 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- OH
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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