Payton Chase Miller
Investment adviser representative at Money Concepts Advisory Service
11 yearsExperience
1 stateRegistered in
$4.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Money Concepts Capital Corp.Sep 2024 to now
- EdfinancialNov 2023 to Aug 2024
- Christain Publishers OutletMay 2023 to Aug 2023
- Dollar GeneralMay 2022 to Aug 2022
- College Student At Bryan CollegeAug 2021 to May 2025
- The Tree CompanyJun 2020 to Nov 2020
- K-12 StudentJul 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7995938
- Firm CRD
- 12963