Unclaimed Profile

James Harold Miller

VALUES FIRST ADVISORS, INC.·GRAY, Tennessee

Series 6, Series 7, Series 26, Series 63, Series 6522 years registeredVALUES FIRST ADVISORS, INC.

101 OLD GRAY STATION ROAD, GRAY, TN 37615CRD# 1080090Firm CRD# 148532

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Harold Miller · GRAY, TN

Registration

CRD #1080090 · VALUES FIRST ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VALUES FIRST ADVISORS, INC.

VALUES FIRST ADVISORS, INC.

Aug 2009 – Mar 2020

GRAY, TN

AMERICAN VALUES INVESTMENTS, INC.

Jan 2004 – May 2011

JOHNSON CITY, TN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · January 30, 2004

Years registered · 22

Disclosure History

2005Customer Dispute·Denied

2002Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VALUES FIRST ADVISORS, INC.

CRD 148532 · SEC 801-70391

AUM

$190M

Regulatory assets under management

Employees

1,488 client accounts

Services offered by VALUES FIRST ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VALUES FIRST ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does James Harold Miller offer?

James Harold Miller specializes in Financial Planning, Investment Management.

What are James Harold Miller's credentials?

James Harold Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Harold Miller located?

James Harold Miller is based in GRAY, Tennessee, last registered with VALUES FIRST ADVISORS, INC..

How does James Harold Miller charge for services?

James Harold Miller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALUES FIRST ADVISORS, INC.?

VALUES FIRST ADVISORS, INC. has approximately 12 employees and manages $190M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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