Unclaimed Profile

Kevin Joseph Miller

TRU INDEPENDENCE ASSET MANAGEMENT 2·PORTLAND, Oregon

SIE, Series 7, Series 24, Series 66, Series 82TO, Series 99TOClean record23 years registeredTRU INDEPENDENCE ASSET MANAGEMENT 2

15350 SW SEQUOIA PARKWAY,, PORTLAND, OR 97224CRD# 4133001Firm CRD# 309098

Profile Verification

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

Identity

Kevin Joseph Miller · PORTLAND, OR

Registration

CRD #4133001 · TRU INDEPENDENCE ASSET MANAGEMENT 2 · 23 years registered

Brand Profile

Not yet started

Career History

SANCTUARY ADVISORS, LLC

Nov 2023 – present

SANCTUARY SECURITIES, INC.

Apr 2023 – present

BRECEK & YOUNG ADVISORS, INC.

Feb 2009 – May 2012

FOLSOM, CA

SECURITIES AMERICA ADVISORS, INC.

Jul 2003 – Aug 2020

LAVISTA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 82TO

Series 99TO

Registration record

First registered · July 23, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRU INDEPENDENCE ASSET MANAGEMENT 2

CRD 309098 · SEC 801-118810

AUM

$117M

Regulatory assets under management

Employees

59 client accounts

Services offered by TRU INDEPENDENCE ASSET MANAGEMENT 2

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRU INDEPENDENCE ASSET MANAGEMENT 2 →

Introduction

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Frequently Asked Questions

What services does Kevin Joseph Miller offer?

Kevin Joseph Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Kevin Joseph Miller's credentials?

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

Where is Kevin Joseph Miller located?

Kevin Joseph Miller is based in PORTLAND, Oregon, working with TRU INDEPENDENCE ASSET MANAGEMENT 2. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Kevin Joseph Miller charge for services?

Kevin Joseph Miller's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRU INDEPENDENCE ASSET MANAGEMENT 2?

TRU INDEPENDENCE ASSET MANAGEMENT 2 has approximately 36 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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