Wes MillerCRD Number: 6253137
Current Firm: Charles Schwab & Company, Inc.
Wes Miller (CRD# 6253137) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sunnyvale, CA and has over 3 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Charles Schwab Bank||Sunnyvale, CA||Apr 2016 - Current||< 1|
|Charles Schwab & Company, Inc.||Sunnyvale, CA||Apr 2016 - Current||< 1|
|Edward Jones||St Louis, MO||Oct 2013 - Apr 2016||2|
|Vail Resorts||Keystone, CO||Oct 2011 - Sep 2013||1|
|Grand Teton Lodge Company||Moran, WY||Jun 2011 - Sep 2011||< 1|
|Vail Resorts||Breckenridge, CO||Nov 2010 - May 2011||< 1|
|South Bend Chocolate Company||Saint Joseph, MI||May 2010 - Oct 2010||< 1|
|Uni Gallagher Bluedorn Performing Arts Center||Cedar Falls, IA||Aug 2006 - May 2010||3|
|Whirlpool||Saint Joseph, MI||May 2009 - Aug 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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