Robert Miller (CRD# 4149725) is an Investment Advisor Representative working at Sharebuilder 401k in Bozeman, MT and has over 21 years of experience in the finance industry.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sharebuilder Advisors | Seattle, WA | Jul 2021 - Current | 2 |
| Sharebuilder Advisors | Seattle, WA | Jul 2019 - Jul 2021 | 2 |
| Unemployed | Bozeman, MT | Apr 2016 - Jul 2019 | 3 |
| Ing Direct Investing, Inc. | Seattle, WA | Feb 2000 - Apr 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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