Brandon Miller, CRPC®

VP - Assistant Branch Manager

+1 704-365-5067

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

15 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2021-present
  • Client Relationship Manager, Charles Schwab, 2019-2021
  • Wealth Advisor, TIAA, 2016-2019
  • Sales Manager, UBS Wealth Management, 2015-2016
  • Financial Advisor, UBS Wealth Management, 2011-2014
  • Client Service Associate, UBS Wealth Management, 2009-2010

Education

  • Purdue University, Financial Counseling & Planning

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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