MM
CFP · ChFC
MM
CFP · ChFC
Mark Miller is a CFP, ChFC-designated registered investment advisor, based in South Jordan, UT, with 37 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold.
Location
South Jordan, UT
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Regulatory History (1)
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Employment Separation After Allegations
September 2003Other Business ActivitiesSells Insurance
Mark is an insurance agent with Keystone Financial Edge, Inc. since 2005, selling various insurance products and dedicating about a quarter of his time to it, and is also a mortgage loan originator with Ultimate Home Lending, LLC, dedicating about a quarter of his time. He also has several other business activities that take minimal time.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
January 2025 - Present · 1 yr 9 mos
Vanderbilt Advisory Services
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Grove Point Advisors, LLC
April 2021 - January 2025 · 3 yrs 9 mos
H. Beck, INC.
April 2009 - April 2021 · 12 yrs
Grove Point Investments, LLCBroker
March 2009 - January 2025 · 15 yrs 10 mos
Investment Management Corporation
January 2004 - November 2007 · 3 yrs 10 mos
Investment Management CorporationBroker
December 2003 - November 2007 · 3 yrs 11 mos
AXA Advisors, LLC
May 2003 - October 2003 · 5 mos
AXA Advisors, LLCBroker
March 2003 - October 2003 · 7 mos
Zions Investment Securities, INC.Broker
October 2002 - January 2003 · 3 mos
Lincoln Financial Advisors CorporationBroker
January 2000 - April 2002 · 2 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
January 2000 - April 2002 · 2 yrs 3 mos
MML Investors Services, INC.Broker
October 1987 - January 2000 · 12 yrs 3 mos
First Investors CorporationBroker
March 1985 - October 1985 · 7 mos
State Registrations7 states
CAMINVNYUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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