Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Miller is a wealth advisor with Onedigital Investment Advisors. James holds a Series 7 and SIE registration, as well as a Series 66 license. James has extensive experience in the financial industry, having worked for a number of firms, including Triad Advisors LLC and FSC Securities Corporation. James is passionate about helping individuals and families achieve their financial goals. James works with individuals, families, businesses, and non-profits. James has a special interest in helping clients with retirement planning and financial planning. James is also a member of the US Army Reserves and is committed to serving his community.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
05/31/2022 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
GA
06/01/2022 - 08/23/2024
TRIAD ADVISORS LLC (Atlanta GA)
TN
02/02/2022 - 05/19/2022
TD AMERITRADE, INC. (KNOXVILLE TN)
GA
02/21/2017 - 02/04/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 10/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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