Kevin MillerCRD Number: 7386164
Current Firm: Asset Planning Corporation
Kevin Miller (CRD# 7386164) is an Investment Advisor Representative working at Asset Planning Corporation in Knoxville, TN and has 1 year of experience in the finance industry.
Ubs Financial Services Inc.
Visionary Horizons, LLC
|Asset Planning Corporation||Knoxville, TN||Mar 2021 - Current||1|
|Paychex||Knoxville, TN||Apr 2018 - Mar 2021||2|
|Southeast Expansion Inc.||Knoxville, TN||Jul 2017 - Apr 2018||< 1|
|Knoxville Brew||Knoxville, TN||Jan 2017 - May 2017||< 1|
|University Of Tennesse||Knoxville, TN||Aug 2013 - May 2017||3|
|Atc LLC||Oak Ridge, TN||May 2016 - Jul 2016||< 1|
|Cafe 4||Knoxville, TN||May 2015 - Jul 2015||< 1|
|Farragut High School||Knoxville, TN||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2021|
Total Assets Under Management327MILLIONS
Total Number of Accounts812ACCOUNTS
Average Account Value$402,173
- 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
NC, SC, TN, TX, VA
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