Robert Miller, financial advisor Plano TX
81 score

Robert Miller

CRD Number: 5472612
Current Firm: Wells Fargo Advisors, LLC

Robert Miller (CRD# 5472612) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Plano, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Plano, TX Jan 2011 - Current 5
Wells Fargo Bank, N.a. Plano, TX Jul 2010 - Current 6
Wells Fargo Investments, LLC The Colony, TX Jul 2010 - Jan 2011 < 1
Wachovia Bank, N.a. Addison, TX Jan 2008 - Jul 2010 2
Wachovia Securities, LLC Addison, TX Jan 2008 - May 2009 1
Wachovia Mortgage Addison, TX Sep 2007 - Jan 2008 < 1
Unemployed Garland, TX Jun 2007 - Sep 2007 < 1
Summit Mortgage Garland, TX Oct 2006 - Jun 2007 < 1
Welcome Home Loans Bloomington, IL Mar 2001 - Oct 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination Mar 2008
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Robert L. Miller
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
81

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