Cameron J Miller
Investment adviser representative at Cetera Planning Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm 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 assetsFixed 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
10 years in the industry.
- Cetera Planning PartnersAug 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Jones Tax and Financial Services Inc.Feb 2020 to now
- Avantax Planning Partners, Inc.Jan 2024 to Sep 2026
- Avantax Advisory ServicesJan 2021 to Sep 2025
- Avantax Investment Services, Inc.May 2020 to Sep 2025
- Menard Financial GroupMay 2019 to Aug 2019
- Houston AstrosMar 2018 to Mar 2020
- Jones Tax and Financial Services Inc.Mar 2018 to Apr 2018
- University of HoustonAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 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
- 7250440
- Firm CRD
- 129625