Denise Butler Miller

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 01/2020 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 11/2008 → 06/2017
  Citibank
  Irving, TX
• 05/2018 → 12/2019
  Eecu
  Fort Worth, TX
• 01/2018 → 04/2018
  Simply Health Plans
  Dallas, TX
• 07/2017 → 12/2017
  Unemployed
  Haltom City, TX
• 06/2023 → Present
  Charles Schwab Bank, Ssb
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16

Other Names

• Denise B Miller
• Denise Miller
• Denise Ann Butler