NM
NM

Nicole Miles

17 Years of Experience
North Bend, OR
Broker

Nicole Miles is a registered investment advisor, based in North Bend, OR, with 17 years of industry experience.

Location

North Bend, OR

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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

Nicole is the treasurer/comptroller for the Coos Bay School Community Foundation, a partner at Generations Tax & Wealth Management, LLC, and the secretary for the Floyd Ingram Charitable Foundation, Inc. She also serves as a successor trustee for the Richard James Tine Revocable Living Trust, dedicating minimal time to this role.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
June 2012 - September 2025 · 13 yrs 3 mos
Avantax Investment Services, INC.Broker
September 2008 - September 2025 · 17 yrs
State Registrations19 states
AKAZCACODEHIIDMDMIMONDNVOHORPASCTNTXWA
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.