Adam
Miller

Cambridge Investment Research Advisors, Inc

CRD#6977763
Investment Advisor
in Albuquerque, NM

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About this Advisor

Adam Miller is a financial advisor operating in Albuquerque, New Mexico, who has been in the advisory business for 17 years. Miller is an advisor for Cambridge Investment Research Advisors, Inc. The advisor has gained experience at Cambridge Investment Research, Inc, General Mills, Green Factor Insulation and Panera Bread. Miller maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Mexico and Texas. Cambridge Investment Research Advisors, Inc is a financial advisory business that has its headquarters in Albuquerque, New Mexico. It has offices in 1,905 locations and a total of 2,982 financial advisors. It oversees $56 billion in total assets between its 297,440 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves five charities and foundations. Of its 297,440 customer accounts, just 10% belong to high-net-worth individuals who have more than $1 million in assets. Cambridge Investment Research Advisors, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial advisory fees largely vary depending on which services are offered. Fees billed by Cambridge Investment Research Advisors, Inc likely consist of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

6000 Uptown Blvd Ne Suite 100
Albuquerque, NM 87110

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$56,158,947,875

NM Average: $9,259,360,772
Total Number of Employees

2,982

NM Average: 166
Total Number of Accounts

297,440

NM Average: 7,189
Average Account Size

$188,808

NM Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Adam Miller Work History

Adam has 17 years of experience.

2018 - Present (3 years)

Cambridge Investment Research, Inc

2003 - Present (18 years)

General Mills

2017 - 2017 (< 1 year)

Panera Bread

2016 - 2017 (1 year)

Green Factor Insulation

Disclosures

Adam Miller has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Jason Claborn
Norman, OK
James Persano
East Windsor, CT
Sarah Whittaker
Battle Ground, WA
Evan Lane
Indianapolis, IN
Michael Busler
Inverness, FL
Sue Thompson
Paramus, NJ
Gale Hopkins
Fairfield, IA
Peter Riskind
Deerfield, IL

This content was compiled from the SEC and FINRA.

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