Reid
Miles
United Capital Financial Advisors
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About this Advisor
Reid Miles is a financial advisor based in Larkspur, California, working with United Capital Financial Advisors. Reid has previously held positions at American Airlines, Sir Francis Drake High School, Dodge And Cox, Peacock Gap Golf Club, Grace Church Of Marin, Student, Johnson And Daly, David Cochrane, Northwestern Mutual Investment Services LLC, Goldman Sachs & Co LLC, and United Capital Financial Advisors, LLC. Reid has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Reid is part of United Capital Financial Advisors, which operates out of Larkspur, California. The firm has 47 offices and 288 employees. The firm manages assets totaling $17.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at United Capital Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Capital Financial Advisors Brokerage Details
$17,693,379,042
288
49,991
$353,931
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Reid Miles Work History
United Capital Financial Advisors, LLC
Goldman Sachs & Co LLC
David Cochrane
Northwestern Mutual Investment Services LLC
American Airlines
Sir Francis Drake High School
Dodge And Cox
Peacock Gap Golf Club
Johnson And Daly
Student
Grace Church Of Marin
Disclosures
Please visit the SEC profile of Reid Miles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Capital Financial Advisors
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Newport Beach, CA
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South Pasadena, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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