Craig MillerCRD Number: 6331319
Current Firm: Proxy Wealth Advisors LLC
Craig Miller (CRD# 6331319) is an Investment Advisor Representative working at Proxy Wealth Advisors LLC in Trophy Club, TX and has over 7 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Proxy Wealth Advisors LLC||Miami, FL||Oct 2021 - Current||< 1|
|Allstate Insurance||Rowlett, TX||Jul 2021 - Oct 2021||< 1|
|Omnigo Software||Saint Louis, MO||Jan 2021 - Sep 2021||< 1|
|Omnigo Software||St. Louis, MO||Jan 2021 - Jul 2021||< 1|
|Mutual Of Omaha Insurance Company||Dallas, TX||Feb 2020 - Jan 2021||< 1|
|Mutual Of Omaha Investor Services||Dallas, TX||Feb 2020 - Jan 2021||< 1|
|Mml Investors Services, LLC||Dallas, TX||Aug 2019 - Feb 2020||< 1|
|Massmutual Life Insurance Co||Dallas, TX||Jun 2019 - Feb 2020||< 1|
|Farmers Financial Solutions||St. Louis, MO||May 2014 - Jun 2019||5|
|Farmers Insurance Group||St. Louis, MO||Apr 2014 - Jun 2019||5|
|Fletcher Jones Mercedes Benz||Newport Beach, CA||Oct 2013 - Apr 2014||< 1|
|Mercedes-benz Of Laguna Niguel||Newport Beach, CA||Oct 2012 - Oct 2013||1|
|Dmn Restaurant||Lincoln, NE||Jun 2010 - Oct 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2014|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management29MILLIONS
Total Number of Accounts88ACCOUNTS
Average Account Value$324,318
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, FL, NH, NJ, NY, TX
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