Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Miller is an investment advisor representative with Captrust. Mark is a registered investment advisor representative in both California and Texas. Mark has been in the financial services industry since 1991 and has a strong background in investment management, financial planning, and portfolio management. Mark is a Series 63, 65, 7 and 8 license holder and has extensive experience working with a variety of clients, including individuals, families, businesses, and institutions. Mark’s professional experience includes serving as a Registered Representative and Financial Advisor at Charles Schwab & Co., Inc. before joining Captrust in 2018. Mark is committed to providing his clients with personalized financial advice and helping them 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/14/2019 - Present
Captrust (San Ramon CA)
TX
11/12/1991 - 10/08/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 09/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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