Courtney MillerCRD Number: 6103824
Current Firm: Advice And Planning Services
Courtney Miller (CRD# 6103824) is an Investment Advisor Representative working at Advice And Planning Services in Mechanicsburg, PA and has over 4 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Royal Alliance Associates, Inc.
Msi Financial Services, Inc.
|Tiaa-cref Individual & Institutional Services, LLC||Mechanicsburg, PA||Oct 2015 - Current||2|
|Tiaa||Mechanicsburg, PA||Oct 2015 - Current||2|
|Pnc Investments LLC||Pittsburgh, PA||Aug 2012 - Sep 2015||3|
|Pnc Bank||Hershey, PA||May 2009 - Sep 2015||6|
|Temple University||Philadelphia, PA||Aug 2007 - May 2011||3|
|Jc Penney||Harrisburg, PA||Dec 2008 - Jan 2009||< 1|
|New York Company||Harrisburg, PA||Nov 2007 - Sep 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management21,673MILLIONS
Total Number of Accounts55,750ACCOUNTS
Average Account Value$388,745
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV