Catherine MillerCRD Number: 1138759
Current Firm: Raymond James & Associates, Inc.
Catherine Miller (CRD# 1138759) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Wilmington, NC and has over 22 years of experience in the finance industry.
Les H. Kern
Rs Wealth Management, LLC
Tilia Fiduciary Partners, Inc.
|Raymond James & Associates, Inc.||Wilmington, NC||Feb 2013 - Current||5|
|Morgan Keegan And Company Inc.||Wilmington, NC||May 2002 - Feb 2013||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1995|
|S65||NASAA Investment Advisors Law Examination||Feb 1996|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)