Robin MillerCRD 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 Raleigh, NC and has over 11 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|First Citizens Investor Services||Winston-salem, NC||Jul 2014 - Current||2|
|First Citizens Bank||Winston-salem, NC||Jul 2012 - Current||4|
|Suntrust Bank||Durham, NC||Jul 2009 - Jul 2012||3|
|Suntrust Securities, Inc.||Atlanta, GA||Jan 2005 - Jul 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2015|
|S65||NASAA Investment Advisors Law Examination||Mar 2006|
Total Assets Under Management559MILLIONS
Total Number of Accounts2,293ACCOUNTS
Average Account Value$243,803
- A percentage of assets under your management
- 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)
CA, FL, GA, ID, IL, IN, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV