Kaye
Miller

Lincoln Financial Advisors Corporation

CRD#1000838
Investment Advisor
in Charlotte, NC
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About this Advisor

Kaye Miller is a certified financial planner in Charlotte, North Carolina. Currently an investment advisor at Lincoln Financial Advisors Corporation, Miller has an impressive 33 years of work experience in the financial advisory industry. Miller maintains a Series 63 license, certifying them as a securities agent. Miller is registered to operate based out of North Carolina, Texas and South Carolina. Miller has spent their whole career at Lincoln Financial Advisors Corporation. Lincoln Financial Advisors Corporation is based out of Charlotte, North Carolina, and operates out of 412 additional offices in the nation. In aggregate, Lincoln Financial Advisors Corporation manages $20 billion in assets across 63,280 client accounts and retains more than 2,080 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. The firm manages 9,855 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Lincoln Financial Advisors Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

33 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

6000 Fairview Road Suite 1550
Charlotte, NC 28210

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$20,366,072,529

NC Average: $1,347,246,178
Total Number of Employees

2,080

NC Average: 46
Total Number of Accounts

63,280

NC Average: 1,775
Average Account Size

$321,841

NC Average: $759,012

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kaye Miller Work History

Kaye has 33 years of experience.

1985 - Present (34 years)

Lincoln Financial Advisors Corporation

Disclosures

Kaye Miller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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