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James Harold Miller

VALUES FIRST ADVISORS, INC.·GRAY, Tennessee
Clean recordVALUES 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Harold Miller is a registered financial advisor based in GRAY, Tennessee, affiliated with VALUES FIRST ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VALUES FIRST ADVISORS, INC.
VALUES FIRST ADVISORS, INC.
AUM
$190M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at VALUES FIRST ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1080090
Firm CRD# 148532
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Harold Miller offer?
James Harold Miller specializes in Financial Planning, Investment Management. Contact their office in GRAY, Tennessee for a consultation.
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, working with VALUES FIRST ADVISORS, INC.. Their office serves clients in the GRAY metropolitan area and surrounding communities.
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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Other Advisors at VALUES FIRST ADVISORS, INC.

Benjamin Patrick Nunn
GRAY, TN
Larry Alexander Ellis
GRAY, TN
Roy Elvin Nunn
GRAY, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
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City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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