Commonwealth Financial Network
About this Advisor
Robert Miller is a financial advisor working in New Bern, North Carolina, who has 10 years of professional experience. Miller is an advisor for Commonwealth Financial Network. Throughout their career, they have worked at Nautilus Wealth Management, Wells Fargo Bank Na, Wyndham Capital Mortgage, North Carolina State University, Thalhimer Cushman And Wakefield, North Western Mutual, Mosquito Authority and Old Dominion Freight Line. Miller has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Commonwealth Financial Network is a registered investment business based out of New Bern, North Carolina. The investment advisory business has offices in 1,090 locations and a total of 3,400 employees. It has $111 billion in total assets across its 436,517 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 277 charities and foundations. Of its 436,517 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business offers a wide range of services, including 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 and educational seminars. Fees for financial management largely vary depending on the financial services. Fee types billed by Commonwealth Financial Network may include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Commonwealth Financial Network Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Robert Miller Work History
Robert has 10 years of experience.
Nautilus Wealth Management
Wells Fargo Bank Na
Wyndham Capital Mortgage
Thalhimer Cushman And Wakefield
North Western Mutual
Old Dominion Freight Line
North Carolina State University
Robert Miller has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
Lake Forest, IL
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.