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Evan Miller

8 Years of Experience
Exeter, NH
BrokerSells Insurance

Evan Miller is a registered investment advisor, based in Exeter, NH, with 8 years of industry experience.

Location

18 String Bridge, Exeter, NH, 03833

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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 ActivitiesSells Insurance

Evan is an Investment Advisor Representative (IAR) since 2022, managing client assets and preparing financial plans, and a W2 employee with Cantella & Co. He is also an independent insurance agent for various independent insurance agencies, dedicating minimal time to this activity.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
December 2022 - Present · 3 yrs 5 mos
Cambridge Investment Research Advisors, INC.
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Cantella & CO., INC.
January 2021 - June 2023 · 2 yrs 5 mos
Cantella & CO., INC.Broker
August 2018 - December 2022 · 4 yrs 4 mos
Signator Investors, INC.Broker
May 2018 - August 2018 · 3 mos
Northwestern Mutual Investment Services, LLCBroker
August 2016 - December 2016 · 4 mos
State Registrations20 states
CACTFLGAHIILMAMDMEMINCNHNVNYOHORPARIVAWA
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.
Evan Miller - Financial Advisor | TrueAdvisor