WM
WM

William Miller

25 Years of Experience
Springfield, MO
Broker

William Miller is a registered investment advisor at Cetera Investment Advisers LLC, based in Springfield, MO, with 25 years of industry experience. William 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

2305-A South Blackman Road, Suite 300, Springfield, MO, 65809

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

William is a member of Waterview Lane Investments LLC (passive real estate) and Hickory Sticks Investment Club. He also works at Miller Adkins, LLC as a CPA providing accounting and tax services about full-time, and is a financial advisor for Miller & Associates Investment Services about 10-20% of his time. William owns Miller & Associates Investment Services LLC, which provides payroll processing.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2001 - Present · 25 yrs 3 mos
Cetera Financial Specialists LLCBroker
November 2000 - Present · 25 yrs 6 mos
State Registrations3 states
MIMOTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.