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Frank Tyler Miller

Charles Schwab & CO., Inc.

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About Frank Tyler Miller

Frank Miller is a financial professional with over 2 years of experience in the industry. Frank is registered as a registered representative and an investment adviser representative with Charles Schwab & CO., Inc. Frank is licensed in 26 states and holds the Series 63, 66, and 7 licenses, as well as the SIE. Frank provides financial planning and other services to individuals and families. Frank has been working with clients at Charles Schwab & CO., Inc. since June of 2019. Prior to joining Charles Schwab & CO., Inc. Frank worked for the University of Kansas and was also employed at Miyo Cafe, Elways, and Castle Pines Golf Club. Frank is passionate about helping clients achieve their financial goals and is committed to providing exceptional service.

Firm Information

Frank Miller is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Frank Miller’s Registration & Firm History

CO

08/13/2021 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

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Licenses & Designations

BOTH

Issued 08/13/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Frank Tyler Miller.
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