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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Donald Miller is a financial advisor with Avantax Advisory Services located in Boone, North Carolina. James Donald Miller is a CERTIFIED FINANCIAL PLANNER™ practitioner, and a Personal Financial Specialist. James Donald Miller has been in the financial services industry since August 10, 1999. James Donald Miller has been registered with Avantax Advisory Services since June 25, 2008, and previously was registered with American General Securities Incorporated and Franklin Financial Services Corporation. James Donald Miller is licensed to provide financial advice in North Carolina, Tennessee and Virginia.
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
NC
06/25/2008 - Present
Avantax Advisory Services (Boone NC)
NC
10/01/2002 - 01/22/2007
AMERICAN GENERAL SECURITIES INCORPORATED (BOONE NC)
TX
08/11/1999 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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