Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Joseph Miller is a financial advisor with over 10 years of experience in the industry. Kevin is registered with LPL Financial LLC in Pennsylvania and Texas. Kevin Joseph Miller has passed the Series 63, Series 65, Series 7 and Series 24 exams. Kevin is also a Certified Financial Planner. Prior to joining LPL Financial LLC, Kevin worked at SEI INVESTMENTS DISTRIBUTION CO. in Oaks, PA. Kevin's specializations include Retirement Planning, College Savings, Estate Planning, Insurance, and Tax Planning.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/17/2019 - Present
LPL Financial LLC (WYOMISSING PA)
PA
12/23/2013 - 09/18/2014
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 04/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Miller is the right advisor for you? Invested Better is here to help.
