Robert MillerCRD Number: 1293232
Current Firm: Century Securities Associates Inc.
Robert Miller (CRD# 1293232) is an Investment Advisor Representative working at Century Securities Associates Inc. in South Bend, IN and has over 32 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Century Securities Associates, Inc.||South Bend, IN||Jan 2008 - Current||8|
|Stifel Nicolaus & Co Inc.||South Bend, IN||Dec 2002 - Jan 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1984|
|S65||NASAA Investment Advisors Law Examination||Apr 2006|
Total Assets Under Management393MILLIONS
Total Number of Accounts1,513ACCOUNTS
Average Account Value$259,558
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV