Avantax Advisory Services

Investment Advisor
in North Bend, OR

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About this Advisor

Nicole Miles is a financial advisor who works in North Bend, Oregon who has 11 years of relevant experience. Miles is on the advisory team at Avantax Advisory Services. Over the course of their career, they have held roles at Coquille Valley Financial Mgmt, St. James Lutheran Church, Avantax Investment Services, Inc, Floyd Ingram Charitable Foundation, Inc, Avantax Advisory Services and Generations Tax & Wealth Management LLC. Miles holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Oregon. Avantax Advisory Services is a registered investment firm operating out of Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 people on staff. It has $31 billion in assets under management among its 123,393 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 123,393 client accounts, just 6% are associated with high-net-worth clients who have at least $1 million in assets. Avantax Advisory Services has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules largely depend on which services the firm provides the client. Fees charged by Avantax Advisory Services likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

North Bend, OR

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Avantax Advisory Services Brokerage Details

Total Assets Under Management


OR Average: $3,042,739,679
Total Number of Employees


OR Average: 49
Total Number of Accounts


OR Average: 2,315
Average Account Size


OR Average: $1,314,358

Investment Advisory Services

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

Nicole Miles Work History

Nicole has been registered as a financial advisor for 11 years.*

2015 - Present (9 years)

Generations Tax & Wealth Management LLC

2012 - Present (12 years)

Avantax Advisory Services

2008 - Present (16 years)

Avantax Investment Services, Inc

2008 - Present (16 years)

Floyd Ingram Charitable Foundation, Inc

2003 - 2022 (19 years)

St. James Lutheran Church

2002 - 2015 (13 years)

Coquille Valley Financial Mgmt

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Nicole Miles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avantax Advisory Services

Gabriel Sandler
Ann Arbor, MI
Annie Fruge
Irving, TX
Neil Nowitzke
Ann Arbor, MI
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Andrew Smith
Gadsden, AL
Denissia Gordon
Dallas, TX
Rosa Rosales
Irving, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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