Tracy Miller, financial advisor Albuquerque NM

Tracy Miller

CRD Number: 2398923
Current Firm: Portfolio Wealth Advisors
Compensation Model: Fee Only

Tracy Miller (CRD# 2398923) Co-Founder and Chief Executive Officer of Portfolio Wealth Advisors, a wealth management firm with offices in Albuquerque, NM and Oklahoma City, OK and has over 30 years of experience in the finance industry. Tracy Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Portfolio, LLC Albuquerque, NM Aug 2009 - Current 11
Charles Schwab Bank Oklahoma City, OK Feb 2005 - Current 15
Charles Schwab & Company, Inc. Oklahoma City, OK Nov 1997 - Current 23
Tracy Miller Oklahoma City, OK Nov 2005 - Sep 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Tracy A. Miller
Phone Number: 505-884-3445
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    216
    MILLIONS
  • Total Number of Accounts
    588
    ACCOUNTS
  • Average Account Value
    $367,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, NM, NY, OK, TX

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Data verified by both the advisor and the public regulatory data.

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