Shanavia MilesCRD 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.
Synovus Securities, Inc.
Bull Street Advisors
On Investment Management Co
|Kestra Investment Services, LLC||Savannah, GA||Jul 2021 - Current||< 1|
|Kestra Advisory Services, LLC||Savannah, GA||Jul 2021 - Current||< 1|
|Cambdon Hunt Photography, LLC||Beaufort, SC||May 2020 - Current||1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2021 - Jul 2021||< 1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jan 2021 - Jul 2021||< 1|
|Unemployed||Beaufort, SC||Jan 2020 - May 2020||< 1|
|First Command Financial Planning||Fort Worth, TX||Jan 2020 - Jan 2020||< 1|
|First Command Financial Planning, Inc.||Fort Worth, TX||Jan 2020 - Jan 2020||< 1|
|First Command Advisory Services, Inc.||Fort Worth, TX||Jan 2020 - Jan 2020||< 1|
|First Command Insurance Services, Inc.||Fort Worth, TX||Jan 2020 - Jan 2020||< 1|
|Unemployed||Beaufort, SC||Nov 2019 - Jan 2020||< 1|
|Synovus Securities||Savannah, GA||Oct 2019 - Nov 2019||< 1|
|Unemployed||Beaufort, SC||Aug 2019 - Sep 2019||< 1|
|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|
|N/a||Windsor, WI||Jun 2017 - Aug 2017||< 1|
|Old National Investments||Madison, WI||Nov 2016 - Jun 2017||< 1|
|Lpl Financial LLC||Madison, WI||Nov 2016 - Jun 2017||< 1|
|American Girl||Middleton, WI||Oct 2016 - Dec 2016||< 1|
|N/a||Windsor, WI||Jul 2016 - Oct 2016||< 1|
|Cuna Brokerage Services, Inc.||Waverly, IA||May 2016 - Jul 2016||< 1|
|Cuna Mutual Group||Waverly, IA||May 2016 - Jul 2016||< 1|
|N/a||Madison, WI||Apr 2016 - May 2016||< 1|
|American Family Insurance Company||Madison, WI||Sep 2015 - Apr 2016||< 1|
|N/a||Windsor, WI||May 2015 - Sep 2015||< 1|
|Td Bank, N.a.||Columbia, SC||Mar 2015 - May 2015||< 1|
|N/a||Blythewood, SC||Dec 2014 - Mar 2015||< 1|
|Winthrop University||Rock Hill, SC||Jan 2013 - Dec 2014||1|
|N/a||Blythewood, SC||Jun 2012 - Jan 2013||< 1|
|N/a||Jacksonville, NC||Jun 2009 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2018|
Total Assets Under Management34,791MILLIONS
Total Number of Accounts110,060ACCOUNTS
Average Account Value$316,110
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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