Kevin Miller (CRD# 6677624) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Albuquerque, NM and has over 7 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6343481
The H Group, Inc.
CRD# 2376474
Cuso Financial Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank | Albuquerque, NM | May 2019 - Current | 4 |
| Charles Schwab & Company, Inc. | Albuquerque, NM | Oct 2017 - Current | 6 |
| Fidelity Brokerage Services, LLC | Albuquerque, NM | Jun 2016 - Sep 2017 | 1 |
| Fidelity Investments | Albuquerque, NM | Aug 2015 - Jun 2016 | < 1 |
| Unemployed | New York, NY | Jan 2015 - Aug 2015 | < 1 |
| Symphonic Endeavors (symphony Orchestra Of Albuquerque) | Albuquerque, NM | Jul 2013 - Dec 2014 | 1 |
| K&c Quality Auto Recyclers | Rio Rancho, NM | May 2011 - Dec 2014 | 3 |
| University Of New Mexico | Albuquerque, NM | Sep 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- NM
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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