Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Traci? Claim Your ProfileTraci Kim Miller is a registered investment advisor representative with Tvamp, LLC. Traci has been in the industry since February 27, 2003, and is registered in Alabama, Alaska, Colorado, Georgia, Ohio, Tennessee, Texas, and Wisconsin. She is a member of FINRA. Traci's experience includes working with Edward Jones and J.J.B. Hilliard, W.L. Lyons, Inc. Traci specializes in providing financial planning, portfolio management, and other investment advisory services to individuals, businesses, and charitable organizations. She is also a registered investment advisor representative with Tennessee Valley Asset Management Partners, LLC.
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.
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.
1
2
TN
05/03/2024 - Present
Tvamp, LLC (Morristown TN)
TN
09/02/2003 - 11/29/2011
EDWARD JONES (MORRISTOWN TN)
KY
01/28/2003 - 08/01/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BOTH
Issued 06/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Traci Miller is the right advisor for you? Invested Better is here to help.
