Tamara Miller is a registered investment advisor at Cetera Investment Advisers LLC, based in Lapeer, MI, with 24 years of industry experience. Tamara 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
Firm Size
IM Fee
Assets Under Management
Location
1100 S Lapeer Road, Po Box 346, Lapeer, MI, 48446
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tamara is a CPA and President of Sullivan & Sullivan CPAs, PC, dedicating nearly full-time hours to this role. She also owns Sullivan & Sullivan Financial Services, GT Investment Company LLC, Millers North Winds Resort, LLC (rental property), and acts as a trustee for client trusts, spending minimal time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
First Allied Advisory Services, INC.
Lifetime Investment Management, L.L.C.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Veravest Investments, INC.Broker
1st Global Capital CORP.Broker
State Registrations3 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.