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Keith Miller

Advisor at Vestech Asset Management Inc.

Updated today
Vestech Asset Management Inc. logo

Firm

Vestech Asset Management Inc.

Location

Kings Mountain, NC

Credentials

Series 63, Series 65

Industry experience

35 years

About

Keith Miller is a financial representative at Vestech Asset Management Inc. with 35 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Miller serves on several local boards, including the Kings Mountain Housing Authority and the Cleveland County Board of Equalization & Review. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both ongoing investment management and project-based planning.

Client services

Based on Vestech Asset Management Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Vestech Asset Management Inc.

Options & derivatives strategies Life insurance needs analysis

Fee options

Fixed

Fixed fees for financial planning projects ranging between $150 and $1,000.

Percentage

$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.50% $1,000,000+: Negotiable

Commissions

Commission received by representatives from sale of securities and insurance products through Vestech Securities, Inc.

Project-based

Hourly fees between $150 and $250 per hour for financial planning services.

Other

Account minimum: $5,000 Fee-only: Negotiable fixed fees between $150 and $1,000 for financial planning; hourly fees $150 to $250 per hour.

Location

Kings Mountain, NC

Most active in

Missouri · North Carolina

Work history

Vestech Securities, Inc.

2017 - Present (9 years)

First Allied Advisory Services, INC.

2012 - 2017 (5 years)

First Allied Securities, Inc

2007 - 2017 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan H

Series 63, Series 65

Gastonia, NC

Hammond Wealth Partners

Retirement income strategy Social Security optimization Life insurance needs analysis Disability insurance College savings (529s, UTMA, etc.)
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Steven M

CFP®, Series 63, Series 65

Clover, SC

Mullooly Wealth Planning LLC

General retirement planning

Charles T

CFP®

Clover, SC

Intrepid Eagle Finance LLC

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees. I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business. I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey. When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family. Visit our website to learn more about how we use technology to serve you wherever you are located.

College savings (529s, UTMA, etc.) Christian Faith Based
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Bre Ann W

Series 65

Shelby, NC

Gragg Financial

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
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Jason G

PFS™, Series 65

Shelby, NC

Gragg Financial

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
user avatar

Gary G

PFS™, Series 65

Shelby, NC

Gragg Financial

General retirement planning Income planning General tax planning Wealth management Founder/Business Owner
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