William Miller
William Miller is a registered investment advisor at Cetera Investment Advisers LLC, based in Springfield, MO, with 8 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
Firm Size
IM Fee
Assets Under Management
Location
2305-A South Blackman Road, Suite 300, Springfield, MO, 65809
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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
William operates under the DBA Miller & Associates Investment Services, offering fixed insurance to clients, dedicating full-time hours. He also provides administrative assistance to Miller & Associates CPAs and Advisors, LLC, a tax/CPA firm, also dedicating full-time hours. William is also the treasurer for Cart Path Only LLC, an investment club, spending minimal time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations1 state
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