Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittney? Claim Your ProfileBrittney Miller is an Investment Advisor Representative with Thayer Financial, LLC. Brittney Miller has over 10 years of experience in the financial services industry. Brittney Miller has a wide range of experience in providing financial advice and services to individuals, families, and businesses. Thayer Financial, LLC, is a firm that provides financial planning, portfolio management, and pension consulting services to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
09/08/2024 - Present
Thayer Financial, LLC (HICKORY NC)
NC
04/16/2021 - 09/21/2021
DEMPSEY LORD SMITH, LLC (Belmont NC)
NC
08/22/2019 - 05/18/2021
RBC CAPITAL MARKETS, LLC (CHARLOTTE NC)
NC
04/06/2019 - 05/03/2019
CAROLINAS INVESTMENT CONSULTING LLC (CHARLOTTE NC)
NC
11/27/2018 - 04/02/2019
SABLE CAPITAL LLC (Charlotte NC)
NC
03/26/2018 - 09/04/2018
SABLE CAPITAL LLC (Charlotte NC)
WV
03/18/2014 - 05/07/2015
J.J.B. HILLIARD, W.L. LYONS, LLC (SCOTT DEPOT WV)
WV
03/12/2014 - 03/21/2014
J.P. MORGAN SECURITIES LLC (CHARLESTON WV)
WV
09/12/2012 - 11/25/2013
WELLS FARGO ADVISORS, LLC (CHARLESTON WV)
BC
Issued 02/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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