Excalibur Consulting, LLC
Excalibur Consulting, LLC (CRD# 157390) is a financial advisory firm headquartered in , . They manage $10,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$500,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Charles Miller (CRD# 2727129) is an Investment Advisor Representative working at Excalibur Consulting, LLC in Knoxville, TN and has over 12 years of experience in the finance industry.