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Everett C. Miller

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CRD#: 4166092
EM

Professional summary


Everett Charles Ford Miller was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Everett is a previously registered financial advisor and started their career in finance in 2001. Prior to being barred, Everett had worked at 5 firms, which includes CAPITAL MARKETS ADVISORY LLC, NPA ASSET MANAGEMENT LLC, NATIONWIDE PLANNING ASSOCIATES INC., MILLENNIUM BROKERAGE L.L.C., SYNERGY INVESTMENT GROUP LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 1, 2008 - May 17, 2010

CAPITAL MARKETS ADVISORY, LLC

RIA
CRD#: 141999
CHATHAM, NJ
Past

March 9, 2005 - June 5, 2006

NPA ASSET MANAGEMENT, LLC

RIA
CRD#: 131534
MONTVALE, NJ
Past

March 9, 2005 - December 1, 2005

NATIONWIDE PLANNING ASSOCIATES INC.

BD
CRD#: 31029
FAIR LAWN, NJ
Past

June 6, 2002 - December 31, 2004

MILLENNIUM BROKERAGE, L.L.C.

RIA
CRD#: 47728
PENNSAUKEN, NJ
Past

June 6, 2002 - February 1, 2005

MILLENNIUM BROKERAGE, L.L.C.

BD
CRD#: 47728
CHATHAM, NJ
Past

January 5, 2001 - August 1, 2002

SYNERGY INVESTMENT GROUP, LLC

BD
CRD#: 46035
CHARLOTTE, NC

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/6/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 3/29/2001
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

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