![Carrie Miller, financial advisor San Luis Obispo CA](/img/ws/profile-blank-sq.png)
Carrie Miller (CRD# 2624990) is an Investment Advisor Representative working at Trellis Wealth Advisors, LLC in San Luis Obispo, CA and has over 24 years of experience in the finance industry.
![Gregory Baker, financial advisor San Luis Obispo CA](/img/ws/profile-blank-sq.png)
CRD# 2680698
Ameriprise Financial Services, LLC
![Rasheem Banks, financial advisor San Luis Obispo CA](/img/ws/profile-blank-sq.png)
CRD# 6095912
San Luis Wealth Advisors
![Jeremy Becker, financial advisor San Luis Obispo CA](/img/ws/profile-blank-sq.png)
CRD# 4870401
Jeffery C. Welch And Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Trellis Wealth Advisors, LLC | San Luis Obispo, CA | Jun 2014 - Current | 9 |
Unemployed | San Luis Obispo, CA | Jul 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2000 |
S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
- CA
-
Total Assets Under Management347MILLIONS
-
Total Number of Accounts518ACCOUNTS
-
Average Account Value$669,130
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX
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