Blant
Miller

Avantax Advisory Services

CRD#1691091
Investment Advisor
in Beeville, TX

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About this Advisor

Blant Miller is a financial advisor working in Beeville, Texas with 28 years of relevant experience. Miller works at Avantax Advisory Services. Their career trajectory has included roles at Avantax Investment Services, Inc, Blant N. Miller Cpa, Avantax Advisory Services, Brown-Miller Management, Inc, Lmp Lodging LLC, Cortez-Miller, LLC and Blant N. Miller, Cpa, LLC. Miller maintains a Series 63 license, designating them as a securities agent, and is able to advise clients in Texas. Avantax Advisory Services is a firm that has its headquarters in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 financial advisors. It administers $31 billion in assets across its 123,393 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 123,393 customer accounts, just 6% are associated with high-net-worth clients who have at least $1 million in investable assets. The company has a diverse set of services, such as 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 management fees usually are based on the type of financial services. However, fees billed by Avantax Advisory Services most likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

28 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

301 1/2 North Washington
Beeville, TX 78104

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

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

2,433

TX Average: 49
Total Number of Accounts

123,393

TX Average: 2,315
Average Account Size

$250,972

TX 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

Blant Miller Work History

Blant has been registered as a financial advisor for 28 years.*

2017 - Present (7 years)

Blant N. Miller, Cpa, LLC

2013 - Present (11 years)

Lmp Lodging LLC

2002 - Present (22 years)

Cortez-Miller, LLC

1995 - Present (29 years)

Avantax Advisory Services

1993 - Present (31 years)

Blant N. Miller Cpa

1987 - Present (37 years)

Avantax Investment Services, Inc

2006 - 2015 (9 years)

Brown-Miller Management, Inc

*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 Blant Miller 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

Travis Rivers
Mccordsville, IN
Annie Fruge
Irving, TX
Casey Radke
Irving, TX
Neil Nowitzke
Ann Arbor, MI
Jeanne Helmar
Lansdale, PA
Gabriel Sandler
Ann Arbor, MI
Andrew Smith
Gadsden, AL
Nicholas Randone
Melville, NY

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.

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