Clinton
Miller
Kestra Advisory Services, LLC
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About this Advisor
Clinton Miller is a certified financial planner operating out of Canton, Ohio, with a total of 4 years of industry experience. Miller is on the advisory team at Kestra Advisory Services, LLC. Over the course of their career, Miller has held roles at Self Enployed, Wilderness Wind, Pleasant Wealth Associates, The O. N. Equity Sales Company, Hummel Wealth Management, LLC, Kestra Investment Services, LLC, Pleasant Wealth LLC and Kestra Advisory Services, LLC. Miller holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Ohio. Kestra Advisory Services, LLC is an advisory firm that has its headquarters in Austin, TX. The firm has offices in 544 locations and a total of 1,311 people on staff. It oversees $42 billion in assets between its 140,407 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 132 charitable organizations. Of its 140,407 customer accounts, 17% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on the type of services provided. Fees billed by Kestra Advisory Services, LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Clinton Miller Work History
Clinton has been registered as a financial advisor for 4 years.*
Kestra Investment Services, LLC
Pleasant Wealth LLC
Kestra Advisory Services, LLC
The O. N. Equity Sales Company
Hummel Wealth Management, LLC
Self Enployed
Wilderness Wind
Pleasant Wealth Associates
*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 Clinton 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 Kestra Advisory Services, LLC
Saint Augustine, FL
Pittsburgh, PA
Grand Rapids, MI
Charlotte, NC
Paramus, NJ
Austin, TX
Cushing, TX
Austin, TX
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.
