Philip
Miller

Integrated Financial Strategies, LLC

CRD#4789108
Investment Advisor
in Concord, NC

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About this Advisor

Philip Miller is a financial advisor operating out of Concord, North Carolina with a total of 8 years of industry experience. Miller currently works for Integrated Financial Strategies, LLC. Throughout their career, they have worked at Miller Ins. & Fin. Serv, Capital Guardian, LLC, Fortune Financial Services, Inc, Integrated Financial Strategies and Capital Guardian Wealth Management, LLC. Miller maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Integrated Financial Strategies, LLC is a registered investment company headquartered in Charlotte, NC. The investment advisory business has offices in three locations and a total of six advisors. It has $292 million in assets under management among its 692 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 692 customer accounts, 40% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company provides a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules depend on which services the firm provides the client. However, fee types charged by Integrated Financial Strategies, LLC likely consist of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

400 Penny Lane
Concord, NC 28025

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Integrated Financial Strategies, LLC Brokerage Details

Total Assets Under Management

$292,000,000

NC Average: $3,625,019,099
Total Number of Employees

6

NC Average: 22
Total Number of Accounts

692

NC Average: 1,917
Average Account Size

$421,965

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Philip Miller Work History

Philip has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Fortune Financial Services, Inc

2015 - Present (9 years)

Integrated Financial Strategies

1996 - Present (28 years)

Miller Ins. & Fin. Serv

2012 - 2015 (3 years)

Capital Guardian, LLC

2012 - 2015 (3 years)

Capital Guardian Wealth Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Philip Miller 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 Integrated Financial Strategies, LLC

Kelly Burke
Pompano, FL
Wesley Mattox
Charlotte, NC
Roy Mattox
Charlotte, NC
Philip Miller
Concord, NC
Neil Wayne
Charlotte, NC
Kenneth Miller
Concord, NC

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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