Craig
Miller
Frost Investment Services
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About this Advisor
Craig Miller is a certified financial planner operating in Houston, Texas who has 1 year of industry experience. Miller works at Frost Investment Services. Over the course of their career, Miller has held roles at Frost Investment Services, Frost Brokerage Services and Frost National Bank. Miller holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Louisiana, New Mexico and Texas. Frost Investment Services is a registered investment business headquartered in San Antonio, TX. It has offices in 50 locations and a total of 105 employees. It manages $2 billion in assets among its 2,897 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to four charitable organizations. Of its 2,897 client accounts, 23% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules usually vary depending on the type of services provided. Fee types billed by Frost Investment Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Frost Investment Services Brokerage Details
$2,408,896,769
105
2,897
$831,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Craig Miller Work History
Craig has been registered as a financial advisor for 1 years.*
Frost Investment Services
Frost Brokerage Services
Frost National Bank
*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 Craig 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 Frost Investment Services
San Antonio, TX
San Antonio, TX
Spring, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
Austin, TX
Stafford, 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.
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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.
