Joshua Milam is a registered investment advisor, based in Colleyville, TX, with 5 years of industry experience.
Location
6513 Colleyville Blvd, Suite 100, Colleyville, TX, 76034
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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
Joshua is an insurance agent with Avantax Insurance Agency, spending minimal time referring clients for insurance needs assessment. He also owns and operates Milam Law Firm as a managing partner, dedicating significantly more than full-time hours, and is a strategic partner with RetireGuides LLC, spending about 10-20% of his time providing legal recommendations and referrals.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
LPL Financial LLC
LPL Financial LLCBroker
Securities America, INC.Broker
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.