Robin Miller is a CFP-designated registered investment advisor, based in Charlotte, NC, with 18 years of industry experience.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robin maintains an insurance license, but dedicates no time to it. Robin is also a board member for Washington Women's in Insurance and Financial Services, a non-profit, spending minimal time maintaining monetary records.
Employment History
Current Registrations
Vanguard Marketing Corporation
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Previous Registrations
Robin Miller Financial
LPL Financial LLC
LPL Financial LLCBroker
First Investors CorporationBroker
State Registrations5 states
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.