Robert MillerCRD Number: 1217571
Current Firm: Triad Advisors, Inc.
Robert Miller (CRD# 1217571) is an Investment Advisor Representative working at Triad Advisors, Inc. in Sylvania, OH and has over 12 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Rvr Wealth Advisors, LLC||Toledo, OH||Nov 2006 - Current||11|
|Triad Advisors, Inc.||Norcross, GA||Oct 2006 - Current||11|
|Robert Miller Insurance And Financial Services||Sylvania, OH||Mar 1983 - Current||34|
|Multi-financial Securities Corporation||Denver, CO||Jan 2004 - Oct 2006||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2005|
|S63||Uniform Securities State Law Examination||Dec 2013|
Total Assets Under Management621MILLIONS
Total Number of Accounts3,756ACCOUNTS
Average Account Value$165,415
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters