Craig Miller, financial advisor Trophy Club TX

Craig Miller

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Craig A. Miller
Phone Number: 646-289-5075
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $324,318
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
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, NH, NJ, NY, TX

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