Kirk Miller

Tel: (574) 261-0014
21900 Burbank Boulevard
3rd Floor
Woodland Hills, CA 91367

Your Financial Future

Western International  Securities | Financial Advisor in Woodland Hills ,CA

About Western International Securities

Western International Securities, Inc. was founded in 1995 to combine the same full service of the nation?s largest financial institutions with the personal touch that is missing in so many firms today.Our clearing relationships with National Financial Services Inc, and Pershing, LLC assure access to some of the most highly regarded research and market analysis. In addition, through extensive electronic news sources and databases, we can quickly provide market analysis and background information on literally thousands of investment possibilities throughout the world. NFS and Pershing offers state-of-the-art account access and online client reporting capabilities and is well regarded on the street for it's superior technology, service and support.Through these relationships, our Representatives have access to a full array of products and services as well as advanced trading capabilities, block trading, fixed income desks and managed account programs.

11 Years of Experience


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General Information

Firm Start Year:   1995
No.of Employees:   1000-1999
Insurance License#:   0H62568
Name of Broker/Dealer:   Western International Securities
Name of Custodial Firm:   Fidelity
States Licensed in:   AZ, CA, FL, MD, MI, NV, TX, VA, WA, WV
Number of Years with Current Firm:   1
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses , Investment Clubs


Services

Investment Types:   Alternative Investments , Mutual Funds , FOREX & Currency , Bonds , Stocks , Annuities , Insurance , Commodities , Mortgages & Real Estate , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At your home , At my office , At your office , Via phone , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Health , Annuity , Variable Annuity , Long Term Care , Life

Firm Information

Assets Managed by Firm:   $12,000,000,000
Advisor's Number of Clients:   60
Advisor's Number of Managed Clients:   60
Advisor's Number of Planning Clients:   60


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   50000
Compensation Methods:   Subscriptions , Based on Assets , Commissions , Flat Fee
Additional Details on Charges:   For those individuals who just want a financial
plan the minimum charge is $1500. This would
typically be included for managed accounts where
fees are in excess of the $1500


Education

MBA  - Finance  University of Notre Dame - South Bend, IN
August 2004-May 2006



Faqs

  • Do you have a customer satisfaction or refund policy? I do my best to make sure every client is satisfied. I do not, however, have a refund policy.
  • What are your qualifications? What is your education background? I was with JP Morgan's Private Bank for almost 10 years helping clients manage assets, credit, trusts, real estate, and insurance. I have an undergraduate degree in business and and MBA in finance from the University of Notre Dame
  • What is your approach to financial planning? I take a very holistic approach and really want to take the time to get a good understanding of the client's expectations and needs.
  • What services do you offer? Financial planning, asset management, credit analysis, real estate analysis, insurance analysis, and trust analysis
  • How many clients do you currently manage? Around 60
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Kirk Miller

Kirk Miller

MBA Finance - University of Notre Dame


Kirk Miller is an independent financial advisor with Western International Securities with over 10 years of industry experience. He has a proven track record of helping clients with asset management, financial and retirement planning, insurance, and assessments of 401k plans. Kirk also has a great deal of knowledge regarding real estate exchanges and private investments.

He received his undergraduate degree and MBA from the University of Notre Dame with emphasis in finance and investments. Upon graduation, Kirk taught mathematics before returning to school. After he received his MBA, he expanded his knowledge of credit as he worked in investment banking for the Bank of Montreal where he did origination and structuring of securitization deals. He then moved to JP Morgan where he built a book of business of over $120M while working for their Private Bank and Private Client groups for almost 10 years.

Communities Served

Agoura Hills Beverly Hills
Burbank Calabasas
Chatsworth Encino
Glendale Granada Hills
Los Angeles Malibu
Manhattan Beach Marina Del Rey
North Hills North Hollywood
Northridge Pacific Palisades
Porter Ranch Redondo Beach
Reseda San Fernando
Santa Monica Sherman Oaks
Simi Valley Studio City
Tarzana Thousand Oaks
Topanga Valley Village
Van Nuys Venice
West Hills West Hollywood
Westlake Village

Compensation Arrangements

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