Mary Miller, financial advisor Rockmart GA

Mary Miller

CRD Number: 4376712
Current Firm: State Farm Investment Management Corp.

Mary Miller (CRD# 4376712) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rockmart, GA and has over 22 years of experience in the finance industry.

Similar Advisors
Brian Adams, financial advisor Rockmart GA
Brian E. Adams
CRD# 2849485
Money Concepts Advisory Service
Similar Advisors
Stephen Albritton, financial advisor Rockmart GA
Stephen M. Albritton
CRD# 4268782
Cetera Investment Advisers LLC
Similar Advisors
Christopher Allyn, financial advisor Rockmart GA
Christopher K. Allyn
CRD# 6102227
Brookstone Wealth Advisors, LLC
Company Name Location Dates Years
State Farm Investment Management Corp Rockmart, GA Nov 2021 - Current 2
Mark Kay Miller Insurance Agency Rockmart, GA Aug 2001 - Current 22
State Farm Vp Management Corp. Rockmart, GA Aug 2001 - Current 22
State Farm Investment Management Corp Rockmart, GA Aug 2018 - Jun 2019 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S65 NASAA Investment Advisors Law Examination Oct 2021
Contact Info for Mary K. Miller
Phone Number: 800-447-0740
Registered State(s):
  • AL
  • FL
  • GA
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.