Evan Miller
Evan Miller is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Westlake Village, CA, with 21 years of industry experience. Evan 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
141 Duesenberg Drive Suite 8, Westlake Village, CA, 91362
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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
Evan is an insurance agent for Avantax Insurance, selling approved insurance products, and a financial advisor/CFP at Bruno Financial, providing financial and retirement planning. He also works as a manager/member at AEM Capital Group, offering financial advice and analysis during divorce proceedings; these activities take up nearly all of Evan's time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Fmb Retirement Services
Independent Financial Group, LLCBroker
Fmb Wealth Management
Financial West Investment Group, INC.
Financial West GroupBroker
State Registrations1 state
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.