Randy Miles, financial advisor Tyrone PA
93 score

Randy Miles

CRD Number: 1180325
Current Firm: Cambridge Investment Research Advisors, Inc.

Randy Miles (CRD# 1180325) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tyrone, PA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2005 - Current 11
Cambridge Investment Research, Inc. Fairfield, IA Apr 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Randy L. Miles
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, 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
93
Clean Record
This advisor has a clean track record with regulators.

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