MM
CFP
MM
CFP

Mark Miller

2 Years of Experience
Myrtle Beach, SC
Broker

Mark Miller is a CFP-designated registered investment advisor, based in Myrtle Beach, SC, with 2 years of industry experience.

Location

Myrtle Beach, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mark works full-time as a Portfolio Research and Wealth Planning Associate for both Fiduciary Edge Advisors and Kestra Advisor Services, LLC. His activities include financial planning, portfolio research, client meetings, and making client recommendations.

Employment History
Current Registrations
Cambridge Investment Research, INC.
January 2026 - Present · 4 mos
The Ameriflex Group
January 2026 - Present · 4 mos
Cambridge Investment Research, INC.Broker
January 2026 - Present · 4 mos
Previous Registrations
Kestra Advisory Services, LLC
January 2024 - January 2026 · 2 yrs
Kestra Investment Services, LLCBroker
December 2023 - January 2026 · 2 yrs 1 mo
Smartpath Advisors
July 2021 - October 2021 · 3 mos
State Registrations2 states
NVSC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mark Miller - Financial Advisor | TrueAdvisor