Joshua Scott Milam
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
13 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Retireguides LLCApr 2024 to now
- Letip InternationalMay 2022 to now
- NotaryFeb 2021 to now
- Dfw Design and Print Solutions, LLCFeb 2019 to now
- Milam Law Firm, PllcJul 2018 to now
- Avantax Advisory ServicesApr 2024 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance ServicesApr 2024 to Sep 2025
- Avantax Insurance Agency, LLCApr 2024 to Sep 2025
- Avantax Investment Services, Inc.Apr 2024 to Sep 2025
- LPL Financial LLCApr 2021 to Apr 2024
- Securities America, Inc.Sep 2020 to Jan 2021
- Castro & Co., LLCMay 2017 to Jan 2019
- UnemployedJan 2017 to May 2017
- Southern Methodist University, Dedman School of LawAug 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7296084
- Firm CRD
- 105644