Mason Miles (CRD# 6627009) is an Investment Advisor Representative working at Lee Miles LLC in Ogden, UT and has 1 year of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 1260613
Stratos Wealth Partners, Ltd
CRD# 5073773
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lee Miles LLC | Ogden, UT | Aug 2020 - Current | 3 |
| Uber | Salt Lake City, UT | Aug 2017 - Aug 2020 | 3 |
| Brigham Young University | Provo, UT | Aug 2015 - Dec 2018 | 3 |
| Vivint | Provo, UT | Sep 2015 - Jul 2017 | 1 |
| The Church Of Jesus Christ Of Latter-day Saints | Salt Lake City, UT | Jun 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- UT
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$113,620
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
UT
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