Shane Miller (CRD# 7835474) is an Investment Advisor Representative working at Prudential Financial Planning Services in Warrington, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities LLC | Camp Hill, PA | Oct 2023 - Current | < 1 |
| Maloney's Beer Distributor | Danville, PA | Apr 2021 - Current | 3 |
| Bloomsburg University | Bloomsburg, PA | Aug 2019 - May 2023 | 3 |
| Bloomsburg University Bookstore | Bloomsburg, PA | Jun 2019 - May 2023 | 3 |
| Southern Columbia Highschool | Catawissa, PA | Aug 2015 - Jul 2019 | 3 |
| Unemployed | Catawissa, PA | Aug 2018 - Jun 2019 | < 1 |
| Knoebels Amusement Resort | Elysburg, PA | May 2017 - Aug 2018 | 1 |
| Middle School Student/ Unemployed | Catawissa, PA | Dec 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- PA
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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