Cameron
Miller

Avantax Advisory Services

CRD#7250440
Investment Advisor
in Houston, TX

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About this Advisor

Cameron Miller is a financial advisor based in Houston, Texas, working with Avantax Advisory Services. Cameron has previously held positions at Avantax Investment Services, Inc, University Of Houston, Friendswood High School, Menard Financial Group, Houston Astros, Jones Tax And Financial Services Inc, Avantax Advisory Services, and Avantax Planning Partners, Inc. Cameron has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Cameron is part of Avantax Advisory Services, which operates out of Houston, Texas. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

16842 Royal Crest Dr.
Houston, TX 77058

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$41,695,726,722

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

2,478

TX Average: 49
Total Number of Accounts

131,534

TX Average: 2,315
Average Account Size

$316,996

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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Cameron Miller Work History

2024 - Present (0 year)

Avantax Planning Partners, Inc

2021 - Present (3 years)

Avantax Advisory Services

2020 - Present (4 years)

Avantax Investment Services, Inc

2020 - Present (4 years)

Jones Tax And Financial Services Inc

2020 - Present (4 years)

Jones Tax And Financial Services Inc

2019 - 2019 (< 1 year)

Menard Financial Group

2018 - 2020 (2 years)

Houston Astros

2018 - 2018 (< 1 year)

Jones Tax And Financial Services Inc

2016 - 2020 (4 years)

University Of Houston

2015 - 2015 (< 1 year)

Jones Tax And Financial Services Inc

2014 - 2014 (< 1 year)

Jones Tax And Financial Services Inc

2012 - 2016 (4 years)

Friendswood High School

Disclosures

Please visit the SEC profile of Cameron 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

Sean Wilhelmy
Danville, CA
Dillon Mccann
Champlin, MN
Aaron Jaenisch
Coppell, TX
Keri Vaught
Midland, TX
Weili Jiang
Coppell, TX
John Oleon
Coppell, TX
Justin Clark
Makawao, HI
Alexis Muro
Lomita, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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