Wes Miller, financial advisor Sunnyvale CA
89 score

Wes Miller

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Wes Miller
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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