Danielle MilesCRD Number: 6221821
Current Firm: Ruggie Wealth Management
Danielle Miles (CRD# 6221821) is an Investment Advisor Representative working at Ruggie Wealth Management in Tavares, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Rwm Asset Management||Tavares, FL||Jan 2015 - Current||3|
|Purshe Kaplan Sterling Investments||Albany, NY||Jul 2013 - Current||4|
|Ruggie Wealth Management||Tavares, FL||May 2013 - Current||4|
|Powerone||Tavares, FL||Nov 2011 - May 2013||1|
|Haystax Restaurant||Eustis, FL||Sep 2011 - May 2013||1|
|Full Time Education||Eustis, FL||Aug 2010 - Sep 2011||1|
|Wells Fargo||Eustis, FL||Oct 2009 - Aug 2010||< 1|
|Trust Co Bank||Leesburg, FL||Jan 2008 - Oct 2009||1|
|Remax||Lake Mary, FL||Jan 2007 - Dec 2007||< 1|
|Sonnys Restaurant||Eustis, FL||May 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
Total Assets Under Management328MILLIONS
Total Number of Accounts1,840ACCOUNTS
Average Account Value$178,283
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, FL, GA, LA, MD, MN, NC, NH, OH, PA, TN