Robert Miller, financial advisor New Bern NC

Robert Miller

CRD Number: 6186808
Current Firm: Commonwealth Financial Network

Robert Miller (CRD# 6186808) is an Investment Advisor Representative working at Commonwealth Financial Network in New Bern, NC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Nautilus Wealth Management New Bern, NC Apr 2019 - Current 1
Wells Fargo Bank Na Charlotte, NC Jul 2017 - Apr 2019 1
Unemployed Charlotte, NC Apr 2017 - Jul 2017 < 1
Wyndham Capital Mortgage Charlotte, NC Feb 2016 - Apr 2017 1
Unemployed Raleigh, NC Jan 2015 - Feb 2016 1
North Carolina State University Raleigh, NC Aug 2010 - Dec 2014 4
Thalhimer Cushman And Wakefield Raleigh, NC Apr 2014 - Sep 2014 < 1
North Western Mutual Raleigh, NC Apr 2013 - Aug 2013 < 1
Mosquito Authority Raleigh, NC Apr 2012 - Aug 2012 < 1
Old Dominion Freight Line Thomasville, NC Apr 2011 - Aug 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Robert M. Miller
Phone Number: 781-736-0700
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    111,440
    MILLIONS
  • Total Number of Accounts
    436,517
    ACCOUNTS
  • Average Account Value
    $255,295
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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