Kevin Miller is a CFP-designated registered investment advisor, based in Nashville, TN, with 11 years of industry experience.
Location
Nashville, TN
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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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Kevin is a Divisional Sales Director at PT Asset Management, focusing on mutual fund investments. This role requires nearly full-time commitment, with most of the time spent during trading hours.
Employment History
Current Registrations
Vest Securities, LLCBroker
November 2025 - Present · 6 mos
Vest Securities, LLC
November 2025 - Present · 6 mos
Vest Financial LLC
October 2025 - Present · 7 mos
Previous Registrations
Alps Distributors, INC.Broker
February 2025 - September 2025 · 7 mos
Pt Asset Management, LLC
November 2018 - January 2026 · 7 yrs 2 mos
Performance Trust Capital Partners, LLCBroker
November 2018 - January 2025 · 6 yrs 2 mos
Edward Jones
May 2018 - November 2018 · 6 mos
Edward JonesBroker
May 2018 - November 2018 · 6 mos
Invesco Advisers, INC.
March 2015 - May 2018 · 3 yrs 2 mos
Invesco Distributors, INC.Broker
March 2015 - May 2018 · 3 yrs 2 mos
Elkhorn Securities, LLCBroker
July 2014 - February 2015 · 7 mos
State Registrations2 states
TNVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.