CM
CM

Christopher M Miller

19 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
2,558 clients
Average Client Portfolio
$59.5M average
Assets Under Management
$152.3B

Fee Structure

Financial Planning:Investment management only
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Location

15935 La Cantera Pkwy, San Antonio, TX, 78256

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Victory Capital Management INC.
July 2019 - Present · 6 yrs 7 mos
Victory Capital Services, INC.
July 2019 - Present · 6 yrs 7 mos
Victory Capital Services, INC.Broker
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2017 - June 2019 · 1 yr 8 mos
J.P. Morgan Securities LLCBroker
October 2017 - June 2019 · 1 yr 8 mos
Investment Professionals, INC.Broker
February 2015 - September 2017 · 2 yrs 7 mos
Investment Professionals, INC.
February 2015 - September 2017 · 2 yrs 7 mos
Citigroup Global Markets INC.
January 2009 - January 2015 · 6 yrs
Citigroup Global Markets INC.Broker
May 2007 - January 2015 · 7 yrs 8 mos
Citicorp Investment ServicesBroker
April 2006 - May 2007 · 1 yr 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.