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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Cody Miller is a financial advisor with Sanctuary Advisors, LLC. John has been in the industry since 1998 and has experience with Stifel, Nicolaus & Company, Incorporated, City Securities Corporation, PNC Investments, and NatCity Investments, Inc.. John holds Series 7, Series 63 and Series 65 licenses and is a Certified Financial Planner. John specializes in financial planning, pension consulting and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
IN
03/08/2024 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
IN
02/28/2017 - 03/15/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)
IN
10/08/2010 - 02/28/2017
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
IN
11/13/2009 - 10/12/2010
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
07/14/1998 - 11/13/2009
NATCITY INVESTMENTS, INC. (INDIANAPOLIS IN)
TX
06/29/1998 - 07/22/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 10/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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