Toshie Miura
Toshie Miura is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lake Oswego, OR, with 22 years of industry experience. Toshie 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
Lake Oswego, OR
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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
Toshie is an independent agent selling fixed insurance products and also works as a life coach and business consultant. She also translates English to Japanese and sells health and P&C insurance, dedicating minimal time to these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
Uhlmann Investment Management, LLC
Uhlmann Price Securities, LLCBroker
State Registrations9 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.