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Conor Miller

22 Years of Experience
Charlotte, NC
Broker

Conor Miller is a registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

550 S Tryon St 44th Fl, [Bh-Rbo], Charlotte, NC, 28202

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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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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2025 - Present · 11 mos
Wells Fargo Advisors
July 2023 - Present · 3 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
June 2023 - Present · 3 yrs 3 mos
Previous Registrations
Ef Legacy Securities, LLCBroker
August 2022 - April 2023 · 8 mos
Jackson National Life Distributors LLCBroker
December 2021 - August 2022 · 8 mos
LPL Financial LLC
July 2015 - August 2021 · 6 yrs 1 mo
LPL Financial LLCBroker
July 2015 - August 2021 · 6 yrs 1 mo
Morgan Stanley
June 2014 - March 2015 · 9 mos
Morgan StanleyBroker
May 2014 - March 2015 · 10 mos
Realty Capital Securities, LLCBroker
October 2013 - April 2014 · 6 mos
Destra Capital Investments LLCBroker
June 2013 - September 2013 · 3 mos
Metlife Investors Distribution CompanyBroker
December 2004 - November 2012 · 7 yrs 11 mos
Metlife Investors Distribution CompanyBroker
October 2001 - December 2004 · 3 yrs 2 mos
State Registrations2 states
NCSC
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.