Christopher Miller, financial advisor South Jordan UT
83 score

Christopher Miller

CRD Number: 3065670
Current Firm: Allegis Investment Advisors, LLC

Christopher Miller (CRD# 3065670) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in South Jordan, UT and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Allegis Investment Advisors, LLC Idaho Falls, ID Jul 2014 - Current 2
Allegis Investment Services, LLC South Jordan, UT Jul 2013 - Current 3
Symetra Investment Service, Inc. Bellevue, WA Jan 2010 - Current 6
Allegis Advisor Group South Jordan, UT Sep 2009 - Current 7
Beneficial Investment Services, Inc. Salt Lake City, UT Oct 2007 - Aug 2009 1
Beneficial Life Insurance Group Salt Lake City, UT Aug 1995 - Aug 2009 14
Allegis Advisors, Inc. Salt Lake City, UT Apr 2004 - Oct 2007 3
Salt Lake Bsi, Inc. Salt Lake City, UT Nov 2006 - Aug 2007 < 1
Equity Services, Inc. Salt Lake City, UT May 1998 - Jul 2007 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Christopher M. Miller
Phone Number: 208-529-3462
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    380
    MILLIONS
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $108,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, ID, IN, LA, MT, NE, NV, NY, OH, OR, TX, UT, WA

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BADGES
83

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