Julie Miller, financial advisor Denver CO
93 score

Julie Miller

CRD Number: 3141293
Current Firm: Kestra Advisory Services, LLC

Julie Miller (CRD# 3141293) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Denver, CO and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Kesta Advisory Services, LLC Denver, CO Nov 2017 - Current < 1
Sabbatical Parker, CO Jul 2017 - Nov 2017 < 1
Charles Schwab Bank Lone Tree, CO Jun 2007 - Jul 2017 10
Charles Schwab & Company, Inc. Lone Tree, CO Jul 2006 - Jul 2017 11
Silver Peak Auctions Evergreen, CO Aug 2011 - Sep 2014 3
Homesteaders Of Family Homestead Denver, CO Oct 2008 - Aug 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
S66 NASAA Uniform Combined State Law Examination Aug 2006
Contact Info for Julie Miller
Phone Number: 7374437101
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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