Monte Miller is a registered investment advisor, based in Knoxville, TN, with 32 years of industry experience.
Location
300 North Forest Park Blvd, Suite 101, Knoxville, TN, 37919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Monte is an independent insurance agent and an advisory representative of a RIA. He also partners with Shafer Insurance for property and casualty insurance referrals, dedicating minimal time to this. Monte is also the CEO of Crestpoint Wealth Management, LLC, spending full-time hours on this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
MML Investors Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.