Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron J. Miller is a financial advisor with over 4 years of experience in the industry. Cameron is registered with Avantax Advisory Services and Avantax Planning Partners, Inc. and holds Series 66, Series 7TO, and SIE licenses. Cameron has experience in providing financial planning and investment advice to individual clients, corporations, and retirement plans. Cameron is a Certified Financial Planner™ professional, providing comprehensive financial planning services to help clients achieve their financial goals. Cameron also provides tax preparation and bookkeeping services through Jones Tax and Financial Services Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
01/08/2021 - Present
Avantax Advisory Services (Houston TX)
BOTH
Issued 01/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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