Norman MillerCRD Number: 4557437
Current Firm: Versant Capital Management, Inc.
Norman Miller (CRD# 4557437) is an Investment Advisor Representative working at Versant Capital Management, Inc. in Phoenix, AZ and has over 16 years of experience in the finance industry. Norman Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Newman's Financial Planning
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
|Versant Capital Mangement, Inc.||Phoenix, AZ||Jun 2008 - Current||9|
|Miller/russell & Associates, Inc.||Phoenix, AZ||Sep 2006 - Jun 2008||1|
|Keats, Connelly & Associates, Inc.||Phoenix, AZ||Jun 2001 - Sep 2006||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2001|
Total Assets Under Management595MILLIONS
Total Number of Accounts864ACCOUNTS
Average Account Value$688,897
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, MN, NE, NH, TN, TX, WA