Unclaimed Profile

Robert A Miller

CAPFINANCIAL PARTNERS, LLC·RALEIGH, North Carolina

SIE, Series 7, Series 24, Series 55, Series 57TO, Series 66, Series 99TOClean recordCAPFINANCIAL PARTNERS, LLC

4208 SIX FORKS RD, RALEIGH, NC 27609CRD# 4676260Firm CRD# 175112

Profile Verification

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

Identity

Robert A Miller · RALEIGH, NC

Registration

CRD #4676260 · CAPFINANCIAL PARTNERS, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 55

Series 57TO

Series 66

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPFINANCIAL PARTNERS, LLC

CRD 175112 · SEC 801-62193

AUM

$852.2B

Regulatory assets under management

Employees

1,554

100,603 client accounts

Services offered by CAPFINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CAPFINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert A Miller offer?

Robert A Miller specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Robert A Miller's credentials?

Robert A Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert A Miller located?

Robert A Miller is based in RALEIGH, North Carolina, working with CAPFINANCIAL PARTNERS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Robert A Miller charge for services?

Robert A Miller's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPFINANCIAL PARTNERS, LLC?

CAPFINANCIAL PARTNERS, LLC has approximately 1554 employees and manages $852.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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