Robin Miller, financial advisor Winston Salem NC

Robin Miller

CRD Number: 3025052
Current Firm: First Citizens Investor Services, Inc.

Robin Miller (CRD# 3025052) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Winston Salem, NC and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
First Citizens Investor Services Winston-salem, NC Jul 2014 - Current 9
First Citizens Bank Winston-salem, NC Jul 2012 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2006
S63 Uniform Securities State Law Examination Jul 2015
Contact Info for Robin K. Miller
Phone Number: 800-229-0205
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,527
    MILLIONS
  • Total Number of Accounts
    5,949
    ACCOUNTS
  • Average Account Value
    $256,604
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WI, WV

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