Elvin Miller, financial advisor Lakeway TX

Elvin Miller

CRD Number: 5893271
Current Firm: Texas Asset Management

Elvin Miller (CRD# 5893271) is an Investment Advisor Representative working at Texas Asset Management in Lakeway, TX and has 1 year of experience in the finance industry. Elvin 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
Tam (formerly Texas Invest Wisely (formerly Lake Travis Fin Adv) Lakeway, TX Apr 2022 - Current 1
Tam (formerly Texas Invest Wisely (formerly Lake Travis Fin Adv) Lakeway, TX Jan 2006 - Current 18

Elvin Miller has no recent exams reported.
Contact Info for Elvin G. Miller
Phone Number: 512-261-8800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    69
    MILLIONS
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $1,216,947
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

TX

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