Gina
Hamblen Miles
Cbiz Investment Advisory Services, LLC
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About this Advisor
Gina Hamblen Miles is a financial advisor based in Cordova, Tennessee, working with Cbiz Investment Advisory Services, LLC. Gina has previously held positions at Cbiz, Preserver Partners, Gavion LLC, and Cbiz Ias. Gina has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Gina is part of Cbiz Investment Advisory Services, LLC, which operates out of Cordova, Tennessee. The firm has 20 offices and 94 employees. The firm manages assets totaling $8.9 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Cbiz Investment Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cbiz Investment Advisory Services, LLC Brokerage Details
$8,859,446,751
94
2,257
$3,925,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Gina Hamblen Miles Work History
Cbiz
Preserver Partners
Cbiz Ias
Gavion LLC
Disclosures
Please visit the SEC profile of Gina Hamblen Miles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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