Shanavia Miles, financial advisor Savannah GA

Shanavia Miles

CRD Number: 6647399
Current Firm: Kestra Advisory Services, LLC

Shanavia Miles (CRD# 6647399) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Savannah, GA and has over 3 years of experience in the finance industry.

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Kestra Investment Services, LLC Savannah, GA Jul 2021 - Current < 1
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Synovus Securities Savannah, GA Oct 2019 - Nov 2019 < 1
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Old National Bank Madison, WI Aug 2017 - Aug 2019 2
Lpl Financial LLC Madison, WI Aug 2017 - Aug 2019 2
American Girl Middleton, WI Oct 2017 - Dec 2017 < 1
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Old National Investments Madison, WI Nov 2016 - Jun 2017 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Shanavia H. Miles
Phone Number: 8445537872
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    34,791
    MILLIONS
  • Total Number of Accounts
    110,060
    ACCOUNTS
  • Average Account Value
    $316,110
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, WY

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