Unclaimed Profile

Lawrence Kenneth Miles

CHOREO, LLC·ROCKFORD, Illinois

Series 65Clean record24 years registeredCHOREO, LLC

6735 VISTAGREEN WAY, ROCKFORD, IL 61107CRD# 4549340Firm CRD# 111221

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lawrence Kenneth Miles · ROCKFORD, IL

Registration

CRD #4549340 · CHOREO, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CHOREO, LLC

Feb 2022 – present

FREESTONE CAPITAL MANAGEMENT, LLC

May 2021 – Aug 2021

SEATTLE, WA

ADVICEPERIOD, LLC

Aug 2015 – Sep 2020

PARK CITY, UT

CONVERGENT WEALTH ADVISORS, LLC

May 2007 – Oct 2011

POTOMAC, MD

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

Jun 2002 – May 2007

ROCKVILLE, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 20, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHOREO, LLC

CRD 111221 · SEC 801-57236

AUM

$16.0B

Regulatory assets under management

Employees

225

24,966 client accounts

Services offered by CHOREO, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHOREO, LLC →

Introduction

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Frequently Asked Questions

What services does Lawrence Kenneth Miles offer?

Lawrence Kenneth Miles specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKFORD, Illinois for a consultation.

What are Lawrence Kenneth Miles's credentials?

Lawrence Kenneth Miles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lawrence Kenneth Miles located?

Lawrence Kenneth Miles is based in ROCKFORD, Illinois, working with CHOREO, LLC. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.

How does Lawrence Kenneth Miles charge for services?

Lawrence Kenneth Miles's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHOREO, LLC?

CHOREO, LLC has approximately 225 employees and manages $16.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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