Kelly Stolte Miller

Current Employers

Employment History

• 09/1990 → Present
  Oak Tree Group
  Atlanta, GA
• 10/2014 → Present
  Kovack Securities Inc.
  Marietta, GA
• 01/2015 → Present
  Kovack Advisors, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2007-10-09 → 2014-12-31
  Resource Horizons Investment Advisory, Inc.
  Marietta, GA
• 2005-01-05 → 2007-12-31
  Resource Horizons Group Llc
  Winston-Salem, NC
  Cumming, GA
  Marietta, GA
  Alpharetta, GA
  Marietta, GA
  Tallahassee, FL
  Clemmons, NC
  Pompano Beach, FL
  Rainbow City, AL
  Marietta, GA

Other Businesses

MRS. MILLER IS THE OWNER OF OAK TREE GROUP WHICH OFFERS FINANCIAL PLANNING SERVICES. OAK TREE GROUP HAS BEEN IN EXISTENCE SINCE 1990. MRS. MILLER SPENDS 15 HOURS WEEKLY DEVOTED TO RUNNING THE ACTIVITIES OF THE FIRM. MRS. MILLER'S DUTIES INCLUDE CLIENT MANAGEMENT PRIMARILY AS IT RELATES TO ACCOUNT REVIEW. THE ADDRESS OF THE OFFICE IS LOCATED AT 1337 Canton Rd, Suite A, Marietta, GA 30066. 2) FIXED INSURANCE - 1337 Canton Rd, Suite A, Marietta, GA 30066; TERM, HEALTH, STD, LTC, DI AND UL; NON INVESTMENT RELATED; AGENT; AS PART OF MY BASIC HOLISTIC FINANCIAL PLANNING PRACTICE, AT TIMES INSURANCE IS RECOMMENDED; 5% OF TIME SPENT 3) PEO-CHAPTER AQ; TREASURER; MAINTAIN BOOKS AND RECORDS; NON-INVESTMENT RELATED ACTIVITY; 1% OF TIME SPENT

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-09
• S63 Uniform Securities Agent State Law Examination
  1985-03-25

Other Names

• Kelly Stolte
• Kely S Gaissert
• Kelly S Miller
• Kelly Stolte Gaissert