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Audrey Miller-Okhiria

24 Years of Experience
Memphis, TN
BrokerSells Insurance

Audrey Miller-Okhiria is a registered investment advisor at Cetera Investment Advisers LLC, based in Memphis, TN, with 24 years of industry experience. Audrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3577 Hacks Cross Road, Memphis, TN, 38125

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Audrey works as a Field Sales Director at Regions Bank, providing customer service and selling deposit accounts, loans, credit cards, and fixed insurance products. This activity is investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2017 - Present · 8 yrs 5 mos
Cetera Investment Services LLCBroker
March 2013 - Present · 13 yrs 2 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
February 2007 - March 2012 · 5 yrs 1 mo
Amsouth Investment Services, INC.Broker
May 2006 - February 2007 · 9 mos
Morgan Keegan & Company, INC.Broker
July 2004 - February 2006 · 1 yr 7 mos
Pfic Securities CorporationBroker
April 2000 - August 2004 · 4 yrs 4 mos
State Registrations1 state
TN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Audrey Miller-Okhiria - Financial Advisor | TrueAdvisor