Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thad? Claim Your ProfileThad Myron Miers is an investment advisor representative with Avantax Advisory Services in Shreveport, Louisiana. Thad has been in the financial industry since December 1991. Thad has worked with a number of firms, including 1st Global Capital Corp, The Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation. Thad's current firm, Avantax Advisory Services, is a national firm with a strong focus on financial planning, investment management, and retirement planning.
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
LA
10/25/2019 - Present
Avantax Advisory Services (SHREVEPORT LA)
LA
01/19/1999 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SHREVEPORT LA)
IN
12/23/1991 - 03/05/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
12/23/1991 - 02/01/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IA
Issued 05/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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