Unclaimed
Kirk Driver Miller is a financial advisor registered with Grove Point Advisors, LLC. Kirk has been in the industry since 1986 and has a broad range of experience, working with clients across multiple states. Kirk currently resides in Folly Beach, SC and also holds a position with Grove Point Investments LLC. Kirk has a strong background in financial planning, portfolio management, and pension consulting. Kirk is committed to helping clients achieve their financial goals.
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.
1
2
MD
10/05/2022 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
SC
12/04/2020 - 10/13/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Mount Pleasant SC)
NH
06/12/2009 - 12/17/2020
RBC CAPITAL MARKETS, LLC (PORTSMOUTH NH)
NH
06/01/2009 - 06/22/2009
MORGAN STANLEY SMITH BARNEY (MANCHESTER NH)
NH
06/05/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MANCHESTER NH)
NJ
09/17/1993 - 06/23/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
11/21/1986 - 09/21/1993
RYAN, BECK & CO. (FLORHAM PARK NJ)
BOTH
Issued 05/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kirk Miller is the right advisor for you? Invested Better is here to help.