Amy MillerCRD Number: 6238887
Current Firm: Private Capital Group, LLC
Amy Miller (CRD# 6238887) is an Investment Advisor Representative working at Private Capital Group, LLC in West Hartford, CT and has over 2 years of experience in the finance industry. Amy Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Barron Financial Group, LLP
Lpl Financial LLC
|Nfp Advisor Services, LLC||West Hartford, CT||Nov 2014 - Current||2|
|Private Capital Group, LLC||West Hartford, CT||Oct 2014 - Current||3|
|Webster Bank||Hartford, CT||May 2012 - Oct 2014||2|
|Webster Bank||Hartford, CT||Jun 2011 - May 2012||< 1|
|Webster Bank||Waterbury, CT||Oct 2009 - Jun 2011||1|
|Webster Bank||Waterbury, CT||Sep 2008 - Oct 2009||1|
|Webster Bank||Wallingford, CT||Jun 2001 - Sep 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management579MILLIONS
Total Number of Accounts1,670ACCOUNTS
Average Account Value$346,997
- 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)
CT, FL, MA, NH, NJ, NY, PA, TX
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