Philip Charles Miller

Employer firm

Exodus Wealth, LLC CRD 174328

$484M regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1996 → Present
  Miller Ins. & Fin. Serv.
  China Grove, NC
• 11/2015 → Present
  Integrated Financial Strategies
  Charlotte, NC
• 11/2015 → Present
  Fortune Financial Services, Inc.
  Charlotte, NC
• 02/2026 → Present
  Prosperity Wealth Management, Inc.
  Concord, NC

Previous Registrations

• 2015-11-19 → 2026-07-31
  Integrated Financial Strategies, Llc
  Concord, NC
  Fort Lauderdale, FL
  Fort Lauderdale, FL
• 2012-09-06 → 2015-11-19
  Capital Guardian Wealth Management, Llc
  China Grove, NC
• 2006-08-17 → 2012-09-10
  Woodbury Financial Services, Inc.
  China Grove, NC
  Charlotte, NC
  China Grove, NC
• 2006-01-18 → 2006-09-15
  Equitable Advisors, Llc
  China Grove, NC
  China Grove, NC

Other Businesses

1.) OUTSIDE INSURANCE APPOINTMENTS 1 hour per week. DBA Miller Financial Group IAR Fee Work through Integrated Financial Group, 20 hours per week 2.) FORTUNE FINANCIAL SERVICES, INC.; Broker Dealer, Investment Related; Concord, NC; Registered Representative; 11/2015; Approximately 5 hours/month 3.) PROSPERITY WEALTH MANAGEMENT, INC.; RIA, Investment Related; Concord, NC; Investment Adviser Representative; 02/2026; Approximately 5 hours/month 4.) INTEGRATED FINANCIAL STRATEGIES; Investment Related; RIA, affiliate of Prosperity Wealth Management, Inc; Concord, NC; Investment Adviser Representative; 11/2015; Approximately 5 hours/month 5.) MILLER INS. & FIN. SERV.; Owner; Concord, NC; Market the sales of health, life, individual health insurance; 2014; Approximately 5 hours/month 6. ) MF Real Estate Holdings LLC; Owner and Manager; Concord, NC; 2014; landlord of office building; Not Investment Related; 2 hours/month

Exams

• S66 Uniform Combined State Law Examination
  2005-05-16

Other Names

• Philip C. Miller