Adviser and broker representative · Lincoln Investment
Miles C. Harkleroad
CRD 3089807 · Salt Lake City, UT
At a glance
Miles C. Harkleroad is an investment adviser representative with Lincoln Investment in Salt Lake City, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Miles’s SEC record dates to 2001, about 25 years ago. Miles is also registered as a broker representative.
Current advisory firms
- Lincoln InvestmentSince August 2018Salt Lake City, UT · $22B in regulatory assets
- Capital AnalystsSince April 2026Salt Lake City, UT · $8.8B in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Miles’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.