Evan Miller
Investment adviser representative at Cetera Investment Advisers LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Bruno FinancialJan 2025 to now
- Aem Capital GroupApr 2024 to now
- Avantax Advisory ServicesJan 2025 to Sep 2025
- Avantax Insurance Agency, LLCJan 2025 to Sep 2025
- Avantax Investment Services IncJan 2025 to Sep 2025
- UnemployedSep 2023 to Mar 2024
- Fmb Retirement Services, Inc.Jun 2012 to Sep 2023
- Fmb Wealth Management (fka Fields Financial)Apr 2003 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4696691
- Firm CRD
- 105644