Kent Miller, financial advisor Cary NC
93 score

Kent Miller

CRD Number: 3113883
Current Firm: Ftb Advisors, Inc.

Kent Miller (CRD# 3113883) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Cary, NC and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Ftb Advisors Cary, NC Oct 2017 - Current < 1
Homemaker Raleigh, NC Oct 2016 - Oct 2017 1
Morgan Stanley Smith Barney Raleigh, NC Sep 2010 - Oct 2016 6
Ubs Financial Services Inc. Raleigh, NC Jul 2002 - Sep 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Kent E. Miller
Phone Number: 901-818-6065
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    4,806
    MILLIONS
  • Total Number of Accounts
    4,963
    ACCOUNTS
  • Average Account Value
    $968,411
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI

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

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