Nicole
Miles

Avantax Advisory Services

CRD#5527995
Investment Advisor
in North Bend, OR

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

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

2,433

OR Average: 49
Total Number of Accounts

123,393

OR Average: 2,315
Average Account Size

$250,972

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.

Disclosures

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 profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started