Robert Miller, financial advisor Peoria IL
63 score

Robert Miller

CRD Number: 1260606
Current Firm: Kestra Advisory Services, LLC

Robert Miller (CRD# 1260606) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Peoria, IL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial, Inc. Austin, TX Aug 2017 - Current < 1
Wfg Investments, Inc. Peoria, IL Apr 2010 - Aug 2017 7
Morgan Stanley Smith Barney Peoria, IL Jun 2009 - Apr 2010 < 1
Citigroup Global Markets Inc. Peoria, IL May 1994 - Jun 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Jul 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Robert J. Miller
Phone Number: 7374437101
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

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BADGES
63

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