Money Concepts
Corey Miles has a diverse range of work experience. Corey has worked as the President of Money Concepts since 2012, where they guide clients through investment opportunities and insurance products, providing customized financial planning review and recommendations. Before that, they were the President of Miles CPA starting in 2005, where they offered various services as a CPA, including tax preparation, business consulting, and financial reviews. From 2001 to 2005, Corey was the Controller at Maverik Inc, overseeing financial reporting requirements for the company's convenience stores. Prior to that, they served as the CFO at ConsultNet from 1999 to 2000. Corey began their career as a Tax Consultant at Deloitte in 1989 and worked there until 1991.
Corey Miles has an extensive education history. In 1977, they graduated from Star Valley High School, where they obtained their high school diploma with a focus on general studies.
Corey then attended Utah State University from 1985 to 1988 and earned a Bachelor's of Science degree in Accounting. During this time, their studies primarily focused on accounting.
Continuing their education, Corey Miles pursued a Master's of Accountancy degree from Utah State University. Corey attended from 1988 to 1989 and specialized in Accounting, Tax, Information Systems, and Business Administration.
In addition to their formal education, Corey Miles obtained the certification of Certified Public Accountant from the American Institute of CPA's in June 1990. These extra credentials add to their expertise in the field of accounting.
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Money Concepts
Money Concepts is an independent broker-dealer founded on the principle of true ownership. Since 1979 we’ve formed a network of wealth management franchises (no franchise fee) for advisor, tax pro or financial institution. Independently owned franchises allow advisors to apply "Best Practices" to build their business their way. Privately held we are not influenced by product providers. Advisors choose non-proprietary products on a fee and commission basis without quotas or hidden fees. Focused only on advisors, we serve as their business partner. Visit www.moneyconcepts.com Disclaimer: Money Concepts is not affiliated with LinkedIn, Inc. or LinkedIn, Inc. services. Money Concepts does not expressly or implicitly adopt or endorse expressions, opinions or content posted by fans or third-parties on LinkedIn pages. Money Concepts does not adopt or endorse products, services, advertisements, recommendations or statements and does not control, serve, adopt or endorse advertising, messages or content LinkedIn may publish or that may appear on LinkedIn or LinkedIn-affiliated sites. No part of this page is intended to make recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons only. Non-Money Concepts URLs or external websites mentioned herein are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content of any unaffiliated site and does not guarantee or assume any responsibility for its content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Through Money Concepts Capital Corp. Member FINRA /SIPC ©2014 Money Concepts